Our Team
For more than three decades, Mangs Financial LLC remains committed to helping clients work toward achieving their unique goals and objectives and addressing their financial concerns and opportunities through honest, independent and personalized financial advice. We offer cost-effective, personalized service that strives to exceed client expectations. In retirement planning, we seek to provide lifetime income, indexed for inflation that we plan for sustaining both your standard of living and the quality of your lifestyle. We have a sincere concern for our clients’ financial well-being as we prepare and guide them through life’s transitions.
Adam Mangs, CFP®, CLU®, ChFC®
Adam has been working with Mangs Financial since 2011. His responsibilities include, overseeing all office operations and client contact, ensuring that clients have all of their needs met with the most exceptional service, and maintaining client portfolio's through asset allocation and security selection.
Adam is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Chartered Financial Consultant®, as well as a Certified Life Underwriter®. He also holds an insurance license and FINRA Series 7 & 66 registrations (with LPL Financial). He received a Bachelor's Degree from the University of Vermont. When Adam is away from the office, he can be found playing guitar, and spending time with family, friends, his cat, Konan, and his dog, Ziggy.
Kelsey White
Kelsey joined Mangs Financial in 2015 and quickly became an indispensable member of the team. She takes her time getting to know you, fulfills any requests you may have, helps us prepare for meetings, keeps our office organized, sets meetings, and contacts clients as needed. When Kelsey is home, she can be found with her dog Lola.
