meet

mandie

AIF®

consultant

overland park, ks

bio

Mandie Scott joined our team in 2006 with a background in 401(k) administration. As a Consultant, she works directly with both companies and their employees to provide retirement consulting services. These duties include plan design, investment management to plan sponsors as well as giving education and investment advice to plan participants. The National Association of Plan Advisors recently added Mandie to its list of "Top Women Advisors" for 2016. She was one of the 50 women named to the list of winners in the "all-stars" category.

education & certifications

MBA from the University of Missouri-Kansas City and BS in Mathematics from the University of Missouri - Columbia. Mandie has previously passed securities exams:

  • Series 6 

  • Series 63 

  • Series 65

my idea of

living the dream

Being able to live life to the fullest without having pesky financial constraints hold you back.

dream job

this is my

My favorite part of my job is interacting with individual employees. While I enjoy working with Plan Sponsors and appreciate relationships that are developed there, nothing beats an “aha moment” when an employee realizes the impact of a seemingly small decision today on their future retirement. In my dream job, I get to help others attain their retirement dreams.

this is how i

make it real

My husband, Jamie, and I spend our time supporting our kids, Mia and Max, at dance competitions, out at the baseball fields or at their school volunteering. When not doing that, we try to get in as much family time as possible. Road trips, Royals games, Mexican restaurants and hanging out with our dogs, Cinco and Mizzie, are some of our favorite things to do.

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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