Manda Henning, FPQP®

Client Service Associate

I’m a Client Service Associate and proud holder of the Financial Paraplanner Qualified Professional™ designation, earned in February 2024. I believe financial wellness is more than numbers — it’s about people, community, and the peace of mind that comes with having someone in your corner.

Community, to me, means showing up for each other. Whether I’m volunteering my time or supporting clients through life’s transitions, my goal is to leave things better for the next generation. I’m especially passionate about estate work — a space where empathy, clarity, and advocacy matter most. I often say, “you don’t know what you don’t know,” and I take great pride in being a voice for my clients when they need it most.

What sets our team apart is our commitment to being real. We don’t need suits or sleek furniture to offer excellent service — we focus on building trust, creating a judgment-free space, and helping our clients feel at ease.