Amanda L. Hoffmann
Practice Management & CRM Data Specialist
Amanda has a multi-decade history with Access Financial Services, Inc. and has enjoyed many roles within the organization. Amanda’s current responsibilities include managing and training on both the firm’s client relationship software and data management system. She also serves as Steve’s administrative assistant in addition to offering general office support, capitalizing on her passions of providing a high-quality experience for others and maintaining accurate records.
Amanda’s outside interests include time with her husband, assisting him with his photography business, and devoting time and energy with family, friends, church, and volunteering whenever possible. To contact Amanda, send an email to firstname.lastname@example.org or call her direct at 952-885-2733.
- Administrative assistant to founder, Steve Kairies
- Client relationship management
- Management of the firm’s CRM software
- Document management system