Victoria (Vicky) Mansfield
Client Services Manager
Vicky is Andrea’s right hand at the firm and takes charge of many tasks to help keep everything running smoothly. This includes taking care of any service requests clients have, helping with pre- and post-appointment paperwork, and everything that needs to be done in the background to help the firm’s clients have the most efficient and effortless experience possible.
Vicky has worked with Andrea for 10 years and before she started in the financial services industry she held a Customer Service role at the grocery chain, Krogers. After graduating from Ohio State University and working for Krogers, she began her career with our firm and took what she learned in her past customer service positions to serve our team. Her experience is vast and includes managing teams, navigating client expectations, and everything customer service-related.