With over two decades in the financial services industry and 15 years of direct experience in Wealth Management roles, Mandy has gained the experience and knowledge necessary to be successful as an Investment Advisor and Associate Portfolio Manager. Working closely with Bill, she is committed to assisting clients in reaching their personal financial goals with investment and planning solutions. She strongly believes in the importance of establishing trust and building strong relationships with clients, colleagues, and partners for long-term success. Away from work, she enjoys spending time with her family and dogs. She is involved with the local soccer community and is passionate about gardening and enjoying time outdoors.