Originally from the Monadnock region of NH, Mandy now lives in Stoneham, MA with her husband and two young daughters.
Mandy studied abroad in York, England during college which developed her love of travel. She remained friends with some of her classmates and still visits England every few years albeit at a slightly slower pace with two small children! She’s always looking for new travel ideas for families with young kids.
When she’s not trying to catch up on sleep, she enjoys reading, playing any musical instrument she can get her hands on (most recently the violin) and, when her daughters aren’t watching Disney Junior or Yo Gabba Gabba, she enjoys catching up with Rick Steve’s on PBS in an attempt to quench the travel bug!
- Joined Financially in Tune in 2012
- Handles client service duties including preparing custodian paperwork and transferring money
- Assists with financial planning and quarterly reports
- Registered Paraplanner® since 2007
- Financial industry experience since 2003
- Worked at Boston investment management firm, with Jeanne, prior to joining FIT
- Received her undergraduate degree from Keene State College
- Certificate of Completion as Registered Paraplanner® - College of Financial Planning
- Passed the Series 65 in March 2015