Mandy M. Gilbertson
Client Relationship Specialist
Mandy joined Access Financial Services, Inc. in 2021 and plays an important role as our Client Relationship Specialist. She has been in client service for many years with the prior four in the financial services industry. Mandy provides administrative support to the firm’s financial advisors by assisting in the preparation for upcoming meetings, preparing correspondence and maintaining client files.
Mandy’s other responsibilities include greeting clients, scheduling appointments, and answering incoming calls. She is committed to providing clients with the highest quality experience and enjoys building relationships starting with a warm, welcoming smile.
Mandy’s motto is “Treat others the way she would want to be treated”. Her passions outside of work are her faith, family, and three fur-babies. Mandy’s hobbies include making jewelry, gardening, and going for walks, but raising her three children has brought her the greatest joy.
To contact Mandy, send an email to firstname.lastname@example.org or call direct at 952-885-2725.
- Client relationship management
- Administrative support to advisors
- Front desk reception