Mandie Yates

Client Relationship Associate

Mandie Yates joined EP Wealth Advisors in 2024 via EP’s acquisition of Parker Advisory Group.
Before her role as a Client Relationship Associate (CRA), she had roles as a tax technician for the Utah State Tax Commission, a Client Relationship Manager and an Administrative Assistant. In her role as a CRA, she leads and maintains existing client relationships as the primary point of contact for inquiries related to account maintenance, cash management, distributions, and investment reporting, as well as managing client meeting scheduling, preparation, and paperwork while collaborating with her wealth advisor.
Mandie received her Bachelor of Science degree in Public Relations and Journalism from Southern Utah University.
In her free time, Mandie likes to spend time in nature hiking and running. When she’s not on the trail, she enjoys traveling to new places with her husband and two girls.