Amanda N. Baumgard
Client Relations Representative
Mandy is responsible for client service and account administration, as well as supporting our Wealth Advisory team.
She joined the firm after two years with a Findlay, Ohio financial adviser, just down the road from the University of Findlay, where she earned her bachelor's degree in accounting.
A Worthington area resident, she enjoys traveling, cooking, the outdoors and spending time with her family and her dog, Batman.