Mendy Phelps

Mendy has been with William Madison Advisors since 2001, first serving as an Administrative Assistant and now as the Office Manager. She has a heart for taking care of people and serving their needs, which endears her to clients. She oversees the firm calendar and manages a significant portion of the workflow within the office.

Mendy's husband, Phil, is a talented carpenter and self-employed contractor. They have two children and six grandchildren.

EDUCATION

• Bachelor of Arts in Social Work, Texas Tech University

LICENSES & CREDENTIALS

• Financial Paraplanner Qualified Professional™, College for Financial Planning