By C Cuzman on July 9, 2020 Verified by Google

I’ve known Mandy since before she became a certified financial planner. I witnessed how hard she worked to get her licenses and her CFP designation. She put great passion and dedication in building the strong practice that she has now. Her perseverance, honesty and caring personality were enough reasons for me to want to become her client. I actually truly appreciated that she never pushed me to transfer my accounts with her. She always helped me stay on top of my financial affairs, even before I became her client. She loves her work and her clients and it shows. I am grateful for her.

By Michael Neuendorff (Build and Balance) on August 28, 2018 Verified by Google

I've been working with Mandy for years now. I have college savings accounts with her for my 2 kids and a business-related IRA. She's been great to work with all along. She's always very well prepared for every appointment and incredibly thoughtful about how she walks you through the decisions you need to make. Her knowledge is deep and she has a calming demeanor that puts you at ease regardless of what's happening with the markets. Her long-range view is appreciated and keeps me in perspective. I always feel as if I'm in very good hands with Mandy.

By Terry Blanchard on May 11, 2017 Verified by Google

She is amazing.

By Kelly MillerBailey on November 21, 2014 Verified by Google

Mandy is just amazing. I feel totally comfortable asking her any question. She is very knowledgable and always clearly explains my options, etc. She is wonderful at fully understanding my goals (financial and otherwise) and coming up with a plan that works. She does not do a high pressure sell like other financial people I have dealt with - a very nice change. I highly recommend her.