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Mandy Stotler

Director of Client Services & Operations

for Scott Gomsak

Helping Clients Feel Heard, Helped, and Taken Care Of


Helping Make the Client Experience Feel Smooth, Personal, and Organized<br/>

Helping Make the Client Experience Feel Smooth, Personal, and Organized

My name is Mandy, and I serve as the Director of Client Services and Operations for Scott Gomsak’s team.

Most of my work happens in the details: scheduling meetings, preparing paperwork, helping with new accounts, coordinating money movement, tracking follow-ups, and making sure client requests are moving forward. But at the center of all of that is something simple: I want clients to feel heard, appreciated, and taken care of.

When you call or email our office, my goal is to make sure you know someone is listening, someone is working on it, and someone will get back to you. Whether I can answer your question directly or need to track down more information, I want you to feel confident that your request is not being overlooked.

Support That Feels Personal, Responsive, and Clear

Making the Details Feel Easier to Manage

A Familiar Person to Call
You should not have to wonder who to contact when you have a question. I am often the first person clients reach out to for service needs, paperwork questions, account updates, scheduling, or help understanding what needs to happen next.


Clear Next Steps
Financial paperwork and account transitions can feel overwhelming, especially when something is new or unfamiliar. I help break the process down into clear steps so you know what we need, why we need it, and what happens after that.


Follow-Through You Can Count On
My job is not just to receive a request. It is to track it, follow up on it, document it, and keep it moving. Whether something takes one day or a few extra steps, I want you to know where things stand.




What working with our team actually looks like
Behind-the-Scenes Support That Helps the Whole Experience Run Smoothly

A lot of my work centers on helping Scott’s team deliver a client experience that feels clear, organized, and easy to manage.

After a meeting with Scott, there are often important next steps to complete, such as preparing forms, collecting signatures, opening accounts, monitoring transfers, or following up on outstanding items. My role is to help turn those next steps into action and make sure clients understand what is needed, what is being handled, and what they can expect next.

As part of Scott’s team, I help keep the process moving behind the scenes so clients feel supported between meetings. I rely on organization, communication, and follow-through to track requests, provide timely updates, coordinate with Scott when additional review is needed, and make sure important details are not overlooked.

My goal is to help make the overall experience feel seamless. Whether a request is simple or requires a few extra steps, I want clients to feel confident that our team is working together on their behalf and keeping them informed along the way.

Meet the Team
Our leaders & Advisors

Gomsak Team

Scott Gomsak

Scott Gomsak

Financial Planner

Scott offers comprehensive planning services to individuals, families and small business owners. For over 20 years, he has worked extensively with public safety professionals, primarily career Fire and Rescue personnel and Police...

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Jamison Gomsak

Jamison Gomsak CFP®

Associate Financial Planner for Scott Gomsak

Jamison recently obtained his Certified Financial Planner designation in April 2024. He is responsible for building and updating financial plans for new and existing clients as well as on-boarding new clients into eMoney. Jamison also...

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Gavin Gomsak

Gavin Gomsak

Planner Assistant for Scott Gomsak

Gavin currently lives in Charlotte, NC where he is a full-time high school teacher teaching business. Since he holds his Series 7, 66 and Life & Health licenses, he continues to work for Scott part-time during the summer and long...

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Mandy Stotler

Mandy Stotler

Director of Client Services and Operations for Scott Gomsak

Mandy handles all client service needs, coordinates and schedules client meetings and reviews, and is responsible for handling all aspects of the new account opening process. She is often the primary point of contact when clients call...
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A More Comfortable Way to Move Through the Process
 

Many clients come to us during moments when they are making important financial decisions, transitioning into retirement, opening new accounts, or moving money they have worked hard to save.

That can feel like a lot, especially when there are forms, signatures, timelines, and account details involved.


My role is to help make those steps feel less stressful. I want clients to understand what they are signing, what is being opened, what still needs to happen, and when they can expect the next update.


Sometimes that means answering a quick question.


Sometimes it means walking someone through paperwork.


Sometimes it means suggesting another conversation with Scott if a client needs to hear the planning details again before moving forward.



When this kind of support is part of your experience, it can help create:

  • A clearer understanding of what needs to happen next
  • Less stress around paperwork, signatures, and account updates
  • More confidence that requests are being handled
  • A smoother experience between meetings
  • A familiar person clients can call when questions come up

I never want a client to feel like they are just another task or account number. This is your money, your life savings, and your future. My job is to help make sure you feel comfortable, informed, and supported as we work through the details together.

Give Me a Call
Let’s Have a Conversation

The first conversation is straightforward. We'll walk through your situation, ask the right questions, and help you see your financial picture more clearly than you have before.

Whether you're a firefighter with a pension decision on the horizon, a family trying to make sense of the next chapter, or someone who has been saving for years and just wants to know if it's working, this is where it starts.

Reach out and we'll set up a time to talk.

Visit Our Sykesville, MD Office


Address: 
7520 Main Street

Suite 102

Sykesville, MD 21784

Phone: 410.730.9786

Office Hours:  9 am to 5 pm (Monday - Friday)