“In real life the financial plan sometimes needs to be adjusted. Life happens. Nothing makes me happier than hand-holding our clients through these hurdles.”
Mindy works closely with Joe in all aspects of client services. She provides particular focus on monitoring and rebalancing portfolios, creating and updating retirement planning projections, and assisting with distribution planning. Clients appreciate her attention to details, and her personal touch. Her 20+ years of experience in the financial services industry helps her to navigate the often complex world of finance with ease and efficiency.
Mindy has a Bachelor’s Degree in Business Administration Marketing with a minor in Statistics from Shepherd University.
Mindy resides in Sykesville, MD with her husband Jay. Now with grown children, they are able to spend more time with each other and their dogs. They enjoy the many activities in and around their neighborhood with family and friends.