Congratulations to Amanda!

Tschetter Group is proud to announce that our Financial Planner, Amanda McCarty, has officially earned her CERTIFIED FINANCIAL PLANNER™ certification. The CFP® designation is widely recognized as the highest standard in financial planning and represents a rigorous journey of education, experience, and examination.

Amanda joined Tschetter Group in 2023 and has quickly become an essential member of our planning team. She primarily supports Dick, David, and Kelli, bringing strong analytical capabilities across estate mapping, cash-flow planning, and complex scenario analysis — especially for clients navigating business sales and other advanced planning needs.

What sets Amanda apart is her exceptional work ethic, her ability to learn quickly, and her steady calm presence under pressure. These qualities, combined with her deep commitment to serving clients well, make her an invaluable asset to our firm.

We are thrilled to celebrate this milestone with Amanda and look forward to her continued growth and impact at TG.

Kelli Porter, CFP®

I am in the business of helping people always; whether that be in my relationships or my career. I value serving others and there is no greater joy than looking into someone’s eyes and knowing I served them well. I was drawn to this field because of my desire to come alongside people, learn about what is most important to them, and then diligently working to help those goals come into fruition.