Mandy is a Senior Financial Advisor at Summitry and the Director of Financial Planning. In her role as a Senior Financial Advisor, Mandy advises clients on a wide range of matters (including employee benefits, investment, insurance, income tax, and estate planning). By assessing their financial situations and educating clients about their options, Mandy partners with her clients to ensure they have done what is necessary to achieve their goals, to become financially independent, and to protect their families from life’s unexpected circumstances, all while minimizing tax liabilities. In her role as Director of Financial Planning, Mandy sets policy for our financial planning processes and provides thought leadership to our clients on a wide range of topics from estate planning to tax optimization. She often leads our semi-annual financial planning webinars. Mandy finds it incredibly fulfilling to create meaningful impact on the lives of her clients and the people that they care most about. Mandy is a CERTIFIED FINANCIAL PLANNER™ professional, a CFA® Charterholder, and an Enrolled Agent.
Prior to joining Summitry, Mandy earned a Master’s degree in Personal Financial Planning from Texas Tech University. She was a Financial Advisor at Stavis & Cohen Private Wealth, a Houston-based financial planning firm, where she worked mostly with executives of Fortune 500 companies. She served on the Board of Directors of the Financial Planning Association—Houston chapter (2016-2018) and the Texas Tech PFP Alumni Advisory Board (2018-2020). Mandy was featured as one of Financial Advisors Magazine’s 10 Young Advisors to Watch in 2022.
Mandy currently resides in East Palo Alto with her husband and daughter. She enjoys trying new restaurants, exploring new hiking trails with her family or a good workout on the Peloton.
