Mandy Morin has been in the financial industry since 1993 serving both individuals and businesses. Her experience covers a wide range and includes: asset management, financial planning, risk management, operations, pricing and financial analysis.

Mandy graduated from the Hough Graduate School of Business, at the University of Florida, with an MBA. She is a Certified Financial Planner™ and is licensed in both securities (Series 7 and 63) and insurance (Life, Disability and Health). Mandy has worked in corporate finance and with independent financial advisors. She also spent several years at Charles Schwab where her duties included equity and option trading on an active trading team and as a team lead on the Margin desk.

Mandy lives in Scottsdale with her husband, Phil, and two Boxers. She enjoys running, cheering for the Florida Gators and spending time with family and friends.