Mandy has over 7 years of experience working in account management and has been with Great Waters Financial since 2013. As a Portfolio Administrator, her main role is to manage the onboarding of new clients to ensure they have a seamless transition to reaching their financial goals. In addition to onboarding new clients, she manages new client applications, account transactions, monetary transfers, and addressing client questions.
Mandy lives in Rogers, MN with her husband, Jake, and their two daughters, Quinn & Claire. In her free time, she enjoys spending quality time with her family at the lake, playing sports, or visiting Wisconsin.
Schedule a free consultation with one of our advisors to determine the best path for you.