• BA in English - Mathematics Minor from Lipscomb University – Cross Country Team
• Life and Disability Insurance Licenses

Personal Background

Amanda graduated with a Bachelor of Arts in English with a Mathematics Minor from Lipscomb University. She then joined Northwestern Mutual in 2002 and the team in 2009. Amanda is married to Dan, and they have two girls, Belle and Ava. Amanda enjoys reading, baking, and gardening. As a family, Amanda and Dan enjoy living on their hobby farm, adventuring with their girls, and exploring our beautiful country. She even celebrated her 23rd birthday on the summit of Mount Kilimanjaro.

Roles & Responsibilities

Amanda is responsible for the day-to-day oversight of all client services, procedures, and operational systems for the team. Contact Amanda for career or internship opportunities.

• BS in Biology - Communications Minor from CU Denver
• Life and Disability Insurance Licenses
• Long-Term Care Insurance License

Personal Background

Kieu was born and raised in Colorado, and she earned her bachelor’s degree in biology from CU Denver. She joined the Passage Wealth Partners team in 2018 in an effort to serve families and help people achieve their financial goals. Kieu and her husband, Alex, love spending time with their family and friends, cooking, and traveling anywhere there is a new culture, warm beach, or good food. A southeast Asia tour traveling through Japan, Thailand, Vietnam, Laos is on the bucket list!

Roles & Responsibilities

Kieu is your first point of contact for scheduling appointments, assistance in the underwriting process and any/all insurance servicing needs. She keeps our team organized and on track in serving our clients.

• BS in Music Recording and Production from Full Sail University
• Life and Health Insurance License
• Long Term Care Insurance License
• FINRA SIE & 63 Certification

Personal Background

Ryan has been in Colorado since the age of two and doesn't plan on moving any time soon. We consider him a native. He earned his degree from Full Sail University and began his career in the financial industry soon after. Ryan married his wife, Megan, in September 2021 after being together for six years. In June 2023, they had their first child, Ada. In his free time, he enjoys fly fishing in the summer, hunting in the fall, hiking, and camping.

Roles & Responsibilities

Ryan serves as the Workflow Manager within Passage Wealth Partners. He assists in coordinating investment paperwork, facilitating transfers, and providing investment account services. Ryan provides additional support as needed with insurance applications, underwriting, and service.

• BS in Accounting and Finance from University of Wisconsin – La Crosse
• MBA from University of Wisconsin - Whitewater
• CFP®
• FINRA Series 7, 66, 24, 9, 10

Personal Background

Halee graduated from the University of Wisconsin – La Crosse majoring in both Accounting and Finance. She joined the Northwestern Mutual family in 2011 while obtaining her Masters in Business Administration from the University of Wisconsin – Whitewater. In her personal time, you can find Halee on her Peloton, attempting many of her DIY home projects, or reading a good book. Halee lives in Wisconsin with her husband, Daniel, daughter, Olivia, and Golden Retriever, Reggie.

Roles & Responsibilities

Halee serves as the Director of Financial Planning to provide the highest quality personalized plans for clients. She focuses on bringing all aspects of our client's financial situation together giving them a snapshot of their financial big picture so clients can see exactly where they stand today and visualize where they’re going.