When financial planning becomes complex, turn to a trusted team who can help you with the details. As a client support specialist on our team, Mindy is there every step of the way to ensure you have the answers and resources you need.
Mindy works closely with our Wealth Advisors to ensure each client has what they need after every meeting. With Mindy on your team, you can feel confident that you’ll always have someone you can reach out to for support.
PERSONAL PROFILE
Mindy and her husband Dan have been married for 20 years and live in Caledonia with their 2 kids. They enjoy the outdoors, grilling, camping, kayaking, and spending time with family and friends. Mindy loves taking pictures, completing craft projects, and making new food recipes.