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Mindy has spent the past 15+ 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 in 2000. 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 towards 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 toward security and a comfortable life.
A lifelong learner, Mindy earned her Chartered Retirement Planning Counselor (CRPC®) designation in 2014 to better serve her clients. She is a member of Mosaic Wealth Consulting’s Executive Committee and Lincoln Financial Network’s WISE Group - a special group of Women Inspiring, Supporting and Educating female colleagues, clients and future advisors pursuing knowledge and services within the financial planning industry. She is also a three year recipient of the Five Star Wealth Manager listing. (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 nominaton or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc.)
Mindy was named a 2015 ATHENA Award finalist. The ATHENA Award recognizes 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 and is the current Board Secretary of the Washington County Hospital Authority and previously served as both Board Secretary and President of Leadership Washington County. She 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 competitors 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.