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I oversee a team that advises more than 300 clients a year on targeted financial planning opportunities for their businesses and their families. I specialize in developing best practices around estate tax reduction, business transitions, insurance consulting, philanthropic planning, family governance, and fiduciary income taxation.
View More of Mandy's Experience
Shortly before starting at Plante Moran, my sister-in-law and I summited Mera Peak (21,247 feet) in Nepal on an all-women’s mountaineering expedition. Sleeping at the Mount Everest Base Camp II was a life-changing experience.

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