Mandi Applegate

Director of Operations

When not working I’m happiest …

when I am surrounded by my children and my 2 grandbabies.

When I am not a work, you might find me…

watching my husband officiate basketball or hanging out with my kids and grandbabies.

A saying I live by is …

Never let someone else make you act like someone you are not.

I want to be remembered for …

being the best wife, mom, grandmother, and friend that I could possibly be.

My proudest accomplishment is….

who my children have turned out to be.

I enjoy being in an environment that…

is fun, kind, and encouraging.

My warning label would read …

don’t talk to me if I’m hungry unless you have Tacos or chocolate


I have been in the Financial Services Industry for the past 10 years. I am a General Lines agent (Life, Accident, Health & HMO Insurance). My Operations background goes back 12+ years ago when I was an Administrative Assistant to the VP of Store Operations at a nation wide corporation.


Client Advisor
Investment Committee