Mandy serves as an Institutional Service Team Specialist for MRA Associates. She provides support for MRA Associates’ institutional practice for foundations and retirement plans. She oversees the reporting for all plans and maintains procedures and administrative functions. Prior to focusing on the institutional practice, Mandy served as a Senior Client Associate and served various private wealth individuals in addition to the institutional practice line.
Prior to joining MRA Associates in 2003, Mandy worked in both the construction industry and medical fields. She had her own medical billing company as well as managed her husband’s general contracting company’s account payable/receivables, and employee payroll.
Mandy earned a degree in Interior Design and a European Study Certificate from the International School of Interior Design.
Mandy is an Arizona native. In her free time, Mandy enjoys spending time with her family and many pets. She loves to attend hockey and baseball games and travel whenever the opportunity is there.
Now is a great time to revisit your long-term retirement savings goals and the key components of your specific retirement plan. Here are five resolutions you may want to consider at the onset of the new year: