Mandi brings over 20 years of experience in the financial services industry, supporting wealth management advisors and helping deliver thoughtful, high-quality service to clients. She holds a bachelor’s degree in business administration from Northwood University, along with Series 7, 63, and 65 licenses and Michigan Life, Health, and Variable Annuities licenses.

Throughout her career, Mandi has worked with high-net-worth individuals and families and has been recognized for her dedication to client service and operational excellence. She is known for her approachable style, attention to detail, and commitment to building long-term relationships.

Outside of work, Mandi enjoys spending time with her family and her dog Ripp and loves to travel. A Northern Michigan native, she embraces all four seasons and enjoys hiking, mountain biking, paddleboarding, golfing, snowboarding, and hunting.