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With over 17 years of experience in the financial services industry that spans banking, insurance, and asset management sectors, Mandy joined Wealth Partners Alliance from Wells Fargo. She launched and manages the Houston office of WPA.
Earning a Bachelor of Arts degree in Personal Financial Planning from Texas Tech University, Mandy began her career as a Junior Financial Advisor with Commonwealth in San Antonio. After Commonwealth, Mandy joined a major insurance company to learn more about life insurance, annuities and long-term care, and quickly earned the role of Team Leader with Invesco. Her experience led her to be recruited by a small mutual fund company as the Regional Director for all of Texas and Louisiana specializing in energy investments.
Mandy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and also earned the Certified Divorce Financial Analyst (CDFA®) certification.
A member of the advisory board for the Houston Health Foundation, Mandy also volunteers at the Houston Livestock Show and Rodeo and the Santa Maria Hostel. She launched the Houston chapter of DTP Foundation. In her free time, she enjoys working out, playing pickleball and going for walks in Memorial Park.
Mandy’s favorite things to enjoy in Dallas