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Brittanie Mandich

Associate Director, Associate Wealth Advisor

About Brittanie

Brittanie works as an Associate Wealth Advisor, collaborating closely with the team to develop comprehensive financial plans tailored to each client’s goals. She is drawn to finance for its structured, analytical nature, and sees planning as an opportunity to go beyond managing numbers, helping individuals create stability and pursue what matters most to them. 

Her perspective and approach are grounded in an unconventional path. Brittanie holds a master’s degree in human services counseling with a concentration in life coaching, a background that shapes how she approaches every client relationship. She focuses on understanding people beyond the immediate task, building trust over time, and walking alongside clients through each stage of their financial journey with clarity, direction, and consistency. Her approach is guided by hard work, integrity, and commitment to making the complex feel manageable.  

Brittanie lives in Stow, Ohio, with her husband, son, and their golden retriever, Sadie. Outside the office, she enjoys reading, attending church, participating in creative outlets such as art and piano, and hiking in Cuyahoga Valley National Park. 


Accreditation & Education

  • Series 65 
  • Financial Paraplanner Qualified Professional (FPQP®) 
  • Master of Arts, human services counseling: life coaching, Liberty University 
  • Bachelor of Arts, English, Kent State University   

contact your financial planning specialist

Brittanie Mandich,

Associate Director, Associate Wealth Advisor