About Mandy
As an experienced financial advisor, Mandy has had a front-row seat to watch financial planning change people’s lives. She feels fortunate to be a part of financial planning firm where the focus is on what is truly best for the client. Mandy has walked clients through various stages of life, helping them navigate obstacles such as overcoming a mountain of debt, dealing with uncertainty due to changing jobs, learning to manage the complex details after a loved one passes away, and gaining confidence to retire not only in a financial sense but also with personal goals in mind. Regardless of their stage of life, Mandy’s goal is to ensure that all clients experience faith and hope for their financial future.
Mandy is also involved in the Dallas-Fort Worth chapter of the Financial Planning Association. In 2012, the chapter honored her with their Young Guns Award, which recognizes an up-and-coming planner in the industry. Additionally, she participates as a financial coach for Crown Financial Ministries, along with volunteering as a financial mentor at The Gatehouse, a nonprofit that helps serve women in crisis. Mandy resides in Flower Mound, Texas, with her husband and three children. Mandy enjoys cooking, reading, fitness, practicing her faith, and sharing good times with her family and friends.
Education and Professional Milestones
- Texas Tech University - bachelor’s degree in personal financial planning
- Was a senior financial advisor for Clintsman Financial Planning, which she joined in 2006
As an experienced financial advisor, Mandy has had a front-row seat to watch financial planning change people’s lives. She feels fortunate to be a part of financial planning firm where the focus is on what is truly best for the client. Mandy has walked clients through various stages of life, helping them navigate obstacles such as overcoming a mountain of debt, dealing with uncertainty due to changing jobs, learning to manage the complex details after a loved one passes away, and gaining confidence to retire not only in a financial sense but also with personal goals in mind. Regardless of their stage of life, Mandy’s goal is to ensure that all clients experience faith and hope for their financial future.
Mandy is also involved in the Dallas-Fort Worth chapter of the Financial Planning Association. In 2012, the chapter honored her with their Young Guns Award, which recognizes an up-and-coming planner in the industry. Additionally, she participates as a financial coach for Crown Financial Ministries, along with volunteering as a financial mentor at The Gatehouse, a nonprofit that helps serve women in crisis. Mandy resides in Flower Mound, Texas, with her husband and three children. Mandy enjoys cooking, reading, fitness, practicing her faith, and sharing good times with her family and friends.
Education and Professional Milestones
- Texas Tech University - bachelor’s degree in personal financial planning
- Was a senior financial advisor for Clintsman Financial Planning, which she joined in 2006