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Mindy has spent nearly 20 years serving as an advocate to help her clients navigate the complexities of their financial lives. A unique experience in college at Denison University led Mindy to begin her career in the financial services industry. She combined her Economics and Women’s Studies majors into a senior research project giving her the opportunity to interview seven successful women financial planners. Mindy learned intimately about how hard these women worked, the challenges they faced and the incredible importance they placed on their relationships with clients. This experience shaped Mindy’s future forever.
As a Private Wealth Advisor with Mosaic Wealth Consulting, Mindy places the highest importance on her relationship with clients. Not only does Mindy work hard to address the unique needs and challenges that her clients face, she supports them in discovering and reaching their financial goals. Mindy prides herself in providing the most comprehensive fee-based financial planning, wealth management and retirement planning services available. Her goal is to help clients not only understand the numbers and financial aspects, but to also help them navigate and understand their emotions. Each is equally important in building a successful financial plan that can provide them with security and a comfortable life.
A lifelong learner, Mindy earned her Certified Financial Planner™ (CFP®) designation in 2016 as well as her Chartered Retirement Planning Counselor (CRPC®) designation in 2014. She is a member of Lincoln Financial Network’s WISE Group - a special group of Women Inspiring, Supporting and Educating female colleagues, clients and future advisors who are pursuing knowledge and services within the financial planning industry. Mindy has been selected to be a Five Star Wealth Manager for the past 5 years.* (2014 - 2018)
In 2015, Mindy was named an ATHENA Award finalist and in 2018 she received the ZONTA Rose Day, Women in Business Award. Both awards recognize individuals who demonstrate excellence, creativity and initiative in their business or profession, provide valuable service to improve the quality of life for others in their community and actively assist women in achieving their full leadership potential. As a resident of Washington County (PA), Mindy strongly believes in giving back to her community by serving on the Washington Health System Foundation Board, and is the current Board Secretary of the Washington County Hospital Authority. She also sits on Waynesburg University’s Business School Advisory Board. Mindy is a member of the Washington County Chamber of Commerce and the POWER of Southpointe. Her volunteer commitments are numerous and currently include the American Cancer Society, RELAY for Life, Make-A-Wish and Dress for Success.
In May 2009, not only did Mindy complete her Master of Business Administration (MBA) at Waynesburg University, she competed in her first body building competition. A few competitions later, Mindy’s focus and determination paid off. She took home a first-place trophy and continues to train and enjoy the benefits of a healthy lifestyle.
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc