Mandy is the Financial Services Coordinator and serves as a Financial Advisor / Tax Preparer since joining the firm in 2010. She works out of our Celina office and is part of the financial services and tax teams. She specializes in providing the following services:
- Provides tax preparation services for individuals
- Servicing of Pension Plans and individual clients
- Coordinate workflow procedures within the Financial Services division of the firm
Mandy is a graduate of Marion Local High School and Bowling Green State University. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Mandy resides outside of Ft. Recovery, Ohio with her husband, Jeff, and they have three children.
“I enjoy providing personalized services to help clients reach their individual financial goals.”