Mandy Roberts

Mandy joined Unified Legacy Advisors in October 2021. She has more than 12 years’ experience in the financial service industry. Mandy is a results-driven leader that is dedicated to operational excellence by optimizing technology that facilitates long-term client loyalty and fuels company-wide growth.

Currently, she manages complex, cross-functional projects from planning to completion. Mandy strives to streamline process improvements and monitors the progress of various strategic initiatives to maximize system utilization. Her in-house experience and passion for delivering exceptional service drives her commitment to enhance team performance and foster a culture of proactive, high-quality support.

Mandy earned her bachelor’s degree in human resources and marketing while living in Minnesota. She lives in Lincoln with her husband, Spencer, and their two children Gavin and Cooper. When not at the office, Mandy can most likely be found at ice hockey rinks cheering for both her son’s teams. Beyond that, she enjoys spending time outdoors and traveling with family and friends.