About Me

Professional
Mandy graduated with a B.A. in Political Science/Legal Studies from Western Oregon University, and holds her Series 7 and 66 registrations. Mandy previously worked in Human Resources, including Pension and Retirement Plan Administration, from 1999-2009. After that, she worked as a Licensed Tax Preparer & Bookkeeper before joining Keudell Morrison Wealth Management in June 2011.

Personal
Mandy is a member of the Charles Schwab Technology, Operations & Service Advisory Panel. She is also an active member of the Regis St. Mary Board of Directors and the Regis St. Mary Foundation. Mandy and her husband, Noah, enjoy spending time with their children, Sophia and Andrew. In her free time, Mandy likes to visit the Oregon coast, go on waterfall hikes, and spend time with family.