Mimi Schanzlin, MBA, CFP®MANAGING DIRECTOR
Since 1996, Mimi has been working with our clients to help them achieve their One Best Financial Life® . She leads the overall management for the United Capital office in Buffalo and also serves as primary Wealth Adviser to many of our clients.
Prior to joining United Capital, Mimi was a partner at Harold C. Brown & Co., LLC (HCB), a wealth advisory firm that was a staple in Western New York for 80 years. She also served as Managing Director of HCB. At HCB, Mimi was primarily responsible for portfolio management, process and workflow, and overall practice management. Prior to joining HCB, Mimi was a commercial loan officer at M&T Bank. She is a former CPA and was with Ernst & Young in both the Boston and Buffalo offices.
Mimi is a Certified Financial Planner™ Practitioner. She earned her BS from Boston College in 1987 and her MBA from the University at Buffalo in 1993. Mimi is a proud alum of Holy Angels Academy, where she chaired the scholarship dinner. At United Capital Mimi is a member of the firm’s Advisory Council, Co-Chairs the Women’s Initiative, and leads the Practice Management Group. Mimi sits on the United Way of Buffalo and Erie County’s Women United Advisory Board. She is a member of the Financial Planning Association of WNY, Estate Analysts of WNY, the Buffalo Club, and the Buffalo Canoe Club.