Overview
Marci has over 15 years of wealth management experience and is passionate about empowering women with the knowledge to gain financial independence. Mandy has worked with local women’s groups to provide education on how to build financial security during life transitions.
Experience
She has a deep understanding of how to preserve and grow multigenerational family legacies through the thorough analysis of a client’s short-term and long-term goals and strategic asset allocations. Mandy delivers tailored strategies that help technology executives and entrepreneurs manage stock options, restricted stock units, and other types of equity compensation, particularly after an IPO or buy out. In collaboration with Aprio’s Tax Advisors, she supports clients with the best contextual insights to ensure planning and implementation are aligned to their financial strategies and objectives.
Mandy works closely with high-net-worth individuals, families, and business professionals, including technology executives and entrepreneurs to bridge the gap between their emotional willingness to take investment risks and their financial ability to meet their desired lifestyle and legacy goals.
Education & Affiliations
Mandy earned a Bachelor of Science in Business Administration (with a concentration in Finance) from West Virginia University. She is a member of the Financial Women of San Francisco Group and the Emerging Practitioners in Philanthropy Network.
Insights
