Our Team
Mandi Moynihan, CFP®
Education & Credentials
- B.S., General Engineering, United States Military Academy (USMA) at West Point, 1995
- CERTIFIED FINANCIAL PLANNER™ professional, 2011
Mandi Moynihan, CFP®
Chief Marketing Officer & Senior Advisor
My own financial journey showed me just how empowering it is to take control of your finances. Facing and overcoming financial challenges at a young age sparked a lasting
commitment to helping others — not just to build wealth, but to maintain peace of
mind, confidence, and a sense of control.
I grew up in the Midwest and was recruited to swim at West Point. That experience built a strong foundation of resilience, discipline, and leadership that still guides me today.
After serving in the Army, I spent several years in brand management and marketing,
working with iconic brands like Jell-O® and Got Milk?®. But it was during that chapter
of my life that my interest in personal finance deepened, and I pursued further education in the field. I wanted to use my skills to make a more personal and meaningful impact on people’s lives.
I went on to serve with several advisory firms, including Astoria Strategic Wealth. When
I later had the chance to join The USAA Educational Foundation to create financial literacy content for the military community, it was an opportunity I couldn’t pass up —
it allowed me to give back to a group I deeply respect and connect with. Now, as part of
the Astoria Strategic Wealth team, I’m honored to work closely with clients, helping
them navigate life transitions and achieve long-term goals with clarity and confidence.
I’ve called Austin, Texas home for over 15 years. For much of that time, I was a single
mom raising two incredible daughters, Shannon and McKayla. Today, I’m happily
married to my husband Rob, a retired Air Force Chief. As new empty nesters, we enjoy
traveling, spending time with friends and family, and cheering on our favorite sports
teams.
To me, financial planning isn’t just about numbers — it’s about people, their stories, and
helping them move forward with purpose.
One team, in your corner.
Every client is supported by a team of three: a primary advisor, an associate
advisor, and a backup.
See if Astoria is the right fit.
The best way to understand how we work is a conversation. We’ll listen
first, then tell you honestly whether we can help.
