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client service specialist

albert lea, mn


Mandee has been with intellicents since 2014 and serves as an Administrative Assistant out of our Albert Lea, MN headquarters. Mandee’s role involves supporting our Financial Advisors in completing all paperwork necessary to open or service any client account. She’s an expert at keeping up with all company changes to be able to provide the correct process for client onboarding, and also trains new employees in the support staff role. Mandee is a very detail-oriented person – always striving to see and understand the whole picture to be able to fill in the pieces. She enjoys learning everything in this always-changing financial world and the challenge of keeping up with it.  She loves expanding her role in helping out multiple financial advisors when needed. Mandee never says “no” to a new challenge/project and loves to solve problems. Her favorite thing about intellicents is the people she gets to work with.

education & certifications

Mandee has a Bachelor’s Degree in Business and Marketing from Waldorf University. She has previously passed the following security exams and certificates:

  • Life and Health Insurance

  • Series 6 - Investment Company and Variable Contracts Products Rep.

  • Series 63 - Blue Sky Securities Law

  • Series 65 - Uniform Investment Adviser

my idea of

living the dream

Not getting caught up in the noise. Truly enjoying all the little things life brings.

dream job

this is my

Working with outstanding people from all walks of life, who all support each other no matter what our roles are. It’s truly invaluable. The freedom to grow with a company that is never static and is always encouraging.

this is how i

make it real

I love supporting and attending anything my two girls are in, from cheerleading to Honor Bands and everything in between. I’m enjoying all the little things in life right now before my girls go off to college. I like to go on walks/runs, sitting near a lake with a good book, outdoor games, watching movies, and doing anything with family and friends. It is my personal dream to build a greenhouse and attempt to feed my family at least 80% just from our farm.

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