DTP Houston, TX Chapter Leader
Mandy Haskell, CFP®, CDFA®
Partner, Wealth Partners Alliance Wealth Advisor, RJFS
Phone: (346) 600-9339
eMail: firstname.lastname@example.org www.wealthpartnersalliance.com
Mandy is a Partner with Wealth Partners Alliance, launching the Houston office with Partner and RJFS Wealth Advisor, Brandon Glasscock. With over 15 years of experience in the financial services industry that spans banking, insurance, and asset management sectors, Mandy joined from Wells Fargo.
Earning a Bachelor of Arts degree in Personal Financial Planning from Texas Tech University, Mandy began her career as a Junior Financial Advisor with Commonwealth in San Antonio. After Commonwealth, Mandy joined a major insurance company to learn more about Life Insurance, Annuities and Long-Term Care, and quickly earned the role of Team Leader with Invesco. Her experience led her to be recruited by a small mutual fund company as the Regional Director for all of Texas and Louisiana specializing in energy investments.
Mandy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and also earned the Certified Divorce Financial Analyst (CDFA®) certification.
Mandy’s integrity and tenacity fuel her desire to assist clients in addressing their financial needs. Utilizing a team approach, she is dedicated to providing personalized financial advice for individuals and families. Working with a diverse clientele, Mandy enjoys understanding each client’s unique needs and providing sound investment guidance. Focused financial strategies require planning, discipline, and common sense, which she uses as a foundation in the planning process for her clients. Away from the office,
Mandy stays active and regularly attends boot camps, spin classes, and Pilates. As a foodie, she also relishes in sampling all of the unique cuisine available in Houston and recently began exploring the city’s arts. In her free time, Mandy enjoys spending time with friends and family, as well as traveling to fun, exotic places when possible. Mandy is also a member of the Houston Alzheimer’s Association.