Amanda has been a member of our team since 2012. Many have come to know her as “Mandy”. She has dedicated these years to serving clients with integrity and compassion. Over the years, Mandy’s reputation has grown, drawing clients from diverse backgrounds seeking her guidance. Mandy firmly believes that financial education is a cornerstone of financial success. She strives to simplify complex financial concepts, making them understandable to clients with varying levels of financial knowledge. And she takes the time to understand each client’s unique goals, aspirations, and challenges. Her personalized strategies, coupled with a transparent communication style, foster a strong relationship between her and her clients.
Originally from Colorado, Mandy graduated from the University of Colorado Denver with a Bachelor’s Degree in Business Science. She married her husband Jacob in 2011 and moved to Washington shortly thereafter. She has 2 boys - Cole and Maxwell - who are active in the youth programs, sports, and schools in the Chehalis community. Mandy was made partner in Northwest Planning and Investments, LLC in January 2024. She holds the Series 6, 7, 63, and 65 securities industry registrations. Mandy serves on the board of the local Chehalis Little League.