Kathi Mandel

Relationship Manager

Kathi is one of the first points of contact for all existing and prospective clients at the Quad Cities/Rockford office of United Capital Financial Advisors. She provides a high level of support to our team and clients, while working closely with our custodians during the account set up process and for any operational tasks.

Kathi joined the Rockford team in 2018. Her broad work experience in accounting includes record keeping for family office financials.

Kathi received her Associate of Arts degree from Blackhawk College.

Kathi is a life-long Quad City resident. She enjoys her time outside of work with family and friends.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

Share your current situation and goals

Receive an introduction to an advisor

Get your financial questions answered

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