CALIFORNIA CONSUMER - Key Persons
Amanda Amerlino is our newest member of the team! Amanda joins us as Client Service Associate. Amanda has been in the banking industry since 2017 as a bank teller, associate banker, and even a medical secretary before returning to her calling in finance.
Amanda has been a military spouse for 10 years, most recently leaving Hawaii in 2017 and now has come back home to NY.
Amanda lives in Baldwinsville, NY with her husband, daughter and two kittens. She loves graphic design, woodworking, and crafting.
Job Titles:
- Program Manager, LPL Financial Advisor
- Registered Representative
Gregory P. Boshart is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
Kim started her career as a Sales Assistant with Janney Montgomery Scott LLC in 1999 playing a key role in the growth of the office, she rose to Licensed Operations Assistant. Kim has also obtained her series 7,9,10,63 and 66 licenses along with her NYS Life Accident and Health. Kim also completed the requirements through the College of Financial Planning in 2015 to obtain the Accredited Wealth Management Advisor, AWMA®, designation. Kim recently also obtained her NYS Property & Casualty license.
After 17 years at Janney Kim saw an opportunity and joined Financial Quest as a Licensed Operations Assistant, recently being promoted to LPL Licensed Operations Manager. Kim supports Greg as well as working with clients to help with operational support.
Kim lives in Pennellville NY ("the snow belt") with her boyfriend Karl and cat Oscar. Kim has one son, Alleister, who works with the disabled, is a personal trainer in his home gym and competes professionally as a Body Builder after winning the first Mr. Natural Upstate New York title.