Amanda Calvert is an institutional financial advisor based in Chesterton, IN.
Amanda ensures seamless coordination of day-to-day needs for organizations and their participants. She acts as a strategic liaison between clients, recordkeepers, and third-party administrators to ensure operational efficiency, regulatory compliance, and optimal plan performance, as well as maintaining strong, long-term partnerships.
She began her career at Lakeside Wealth Management, which joined CAPTRUST in 2020. During her time at Lakeside and CAPTRUST, she worked in an operational capacity supporting advisors through client review preparation, maintaining comprehensive fiduciary audit files, and managing new client onboarding.
Amanda is a Certified Plan Fiduciary Advisor (CPFA) and holds both the Qualified 401(k) Administrator (QKA) and Qualified 401(k) Consultant designations.
In her free time, Amanda enjoys weightlifting, camping with her family, and reading.
Industry Designations
- Certified Plan Fiduciary Advisor
- Qualified 401(k) Administrator
- Qualified 401(k) Consultant
Industry Involvement
- Member, American Society of Pension Professionals & Actuaries (ASPPA)
- Member, National Association of Plan Advisors (NAPA)
Memberships
- Planning Committee Member, Three20 Recovery