Mandy knows that building wealth isn’t just about numbers—it’s about creating a life that truly fits. With experience spanning trust administration, financial planning, IRAs, 401(k)s, succession planning, and estate planning, she helps clients navigate the financial maze with clarity and confidence. Armed with her Certified Divorce Financial Analyst (CDFA®) designation and Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®) credential, Mandy brings a powerhouse mix of strategy and specialized know-how—especially when it comes to guiding high-net-worth clients in the fast-paced sports and entertainment industries.
A proud Oklahoman, Mandy earned both her bachelor’s in leadership and MBA from the University of Oklahoma. When she’s not helping clients chart their financial course, you’ll find her investing her time in the community—as past chair of the Oklahoma Council on Economic Education, a Tenaciously Teal committee member, and a proud alum of the Leadership Exchange Academy Class of 2018. In her personal life, Mandy is privileged to be mom to four children and wife to her amazing husband, Bryan.
At her core, Mandy is part strategist, part cheerleader, and part straight-shooter. She believes financial planning should feel approachable, empowering, and—yes—even a little fun.