With nearly two decades of experience in the financial services industry, Mandy brings a well-rounded perspective that spans banking, insurance, asset management, and financial planning. She launched and now manages the Houston office of Wealth Partners Alliance, where she is passionate about building lifelong client relationships and delivering personalized strategies to help families and individuals feel confident about their financial futures.

Mandy earned her Bachelor of Arts in Personal Financial Planning from Texas Tech University and began her career as a Junior Financial Planner with Commonwealth in San Antonio. She later expanded her expertise in life insurance, annuities, and long-term care, before moving into leadership with Invesco and then serving as Regional Director for a Texas-based mutual fund company. In 2018, Mandy returned to her true calling—financial planning—joining Wells Fargo before co-founding the Houston office of Wealth Partners Alliance in 2022.

She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Certified Divorce Financial Analyst (CDFA®) designation. Beyond her work with clients, Mandy is committed to mentoring the next generation of advisors and supporting women in finance through her involvement with the Financial Planning Association.

Active in the community, Mandy serves as the Director for the Houston Financial Planning Association’s Women’s Group and volunteers with the Houston Livestock Show and Rodeo, Santa Maria Hostel, and the Divorce Transition Professionals Group, where she launched the Houston chapter. Mandy was also recognized for one of the Women to KNOW in Houston by KNOW Magazine.

Mandy's favorite things to enjoy in Houston

• Meeting friends for happy hour or dinner at new restaurants
• Playing pickleball, working out, or walking in Memorial Park
• Exploring everything the city has to offer, from local parks to new experiences