With over 25 years of industry experience, Mandy helps business owners, physicians, and individuals work toward their financial goals. She listens closely to each client’s personal aspirations, family history, and interests, and draws on these insights to craft tailored, thoughtful strategies.

Mandy was drawn to the financial industry at a young age, inspired by her father’s work as a financial advisor and CERTIFIED FINANCIAL PLANNER® (CFP®) professional. She later had the opportunity to work alongside him, where she came to deeply appreciate the relationships he built with clients—lessons that continue to shape her approach today.

Mandy believes trust, integrity, and clear communication are essential to delivering advice that truly fits each client’s needs. She finds genuine fulfillment in educating clients, helping them build a roadmap toward their goals, and forming lasting partnerships with them. She holds the CFP® certification and earned her B.A. in finance from Baldwin Wallace University.

Mandy lives in Stow, Ohio. Outside of the office, she enjoys traveling, cooking, gardening, and spending time with her husband and their family.