Vice President, Retirement Services

As Vice President of Retirement Services, Amanda Thurman is dedicated to helping small businesses realize their 401(k) plan potential through Rebalance’s Better K. Amanda works directly with business owners to ensure their employees receive the right retirement benefits and collaborates with the advice and service team to guide clients through their custom-tailored plan.

Amanda brings nearly a decade of unique retirement service experience to her position at Rebalance. In her previous role at Paychex, Amanda finished in the top five percent of her peers year over year with regards to revenue and client retention, and designed over 1,000 retirement plans. As Regional Retirement Sales Representative, Amanda built and sustained relationships with small business owners. During her time at the company, Amanda honed her communication skills, and successfully analyzed client needs and interests to determine the best retirement plan outcome for businesses and their participants.

Amanda has a masters in mathematics, and is well-equipped to help business owners find a plan that works for their company within their budget. When she isn’t building relationships and crafting retirement plan designs, you can find Amanda at the beach. She enjoys stand-up paddle boarding, scuba diving, wake surfing and kayaking.

CONTACT AMANDA:

EMAIL: ATHURMAN@REBALANCE360.COM
PHONE: 650-252-1918