Who We Are
We are a small firm
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Amanda Mazik is a graduate of The Ohio State University with a Bachelor of Science degree in Human Development and Family Science. Amanda frequently made the Dean’s list during her tenure at OSU. She also held a student position at The Ohio State University Wexner Center in the Volunteer Services. Amanda received a full scholarship from the Financial Planning Association and the College for Financial Planning for the College's Registered Paraplanner professional designation program. She completed and earned the Financial Paraplanner Qualified Professional™ designation in 2019.
In 2020, Amanda was nominated to receive the Pickerington Area Chamber of Commerce ATHENA Emerging Leader Award. She completed the IRS 2021 Annual Filing Season Program which seeks to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Amanda and her husband, Joe, now reside in Pickerington after being stationed in Twenty-Nine Palms, CA during Joe's enlistment with the U.S. Marine Corp. The military holds a special place in Amanda's heart and she plans to focus her financial planning career on serving the needs of military families. Amanda also has a passion for helping people. A few things Amanda values are honesty, reliability, and timeliness. |
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Do something your future self will thank you for.
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