Skip to Content

Experience

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

Specializes In

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.

Additional Thoughts

Tax reform and 2018 year-end tax planning strategies for individuals
Jerry Jonckheere
Webinar November 29, 2018 60 minute watch
Treasury withdraws regulations to curtail discounts for valuing family owned entities.
Alicia Cole Wealth Management
Article October 30, 2017 2 min read
Job creation slows, but unemployment holds steady in November
Jim Baird Wealth Management
Blog December 7, 2018 1 min read