Mandy lives in Schwenksville, PA with her husband and their three children. She began her career in retirement planning, specializing in annuities and long-term care, where she built a strong foundation in the financial services industry. After taking time away to be fully present with her children, she is excited to be back in the field in a supportive role, helping the advisors at Sergio Financial Group deliver excellent service to their clients.
Mandy is passionate about clear communication, organization, and creating a seamless experience for both the team and the clients they serve. She finds fulfillment in supporting others, ensuring details are managed, and contributing to a positive and efficient work environment.
Outside of work, Mandy enjoys cheering on all Philadelphia sports teams—especially the Eagles and Penn State—and spending time with her family.