,CFP®, ChSNC®
Mindy provides financial planning and wealth management services for clients looking to grow the wealth they are accumulating and safeguard it for the future. As an LGBTQ+ financial planner, she has a particular interest and penchant for serving those clients in the LGBTQ community. Mindy understands the special considerations involved in planning for LGBTQ individuals and families. She takes the time to listen carefully and partner closely with her clients to better understand their unique needs. She also works to help make other planners aware of the importance of active allyship and serving the community. In addition to being a CFP® professional, Mindy is also a Chartered Special Needs Consultant®. Prior to joining the financial planning field, she worked as an in-home therapist for children with autism and their families for 3 years. This firsthand experience helps her better serve the special needs community looking for guidance for their own or a loved one’s special needs financial planning.
What do you value most in your client relationships?
When a client places trust in me. My specialty focus area is with those who are Lesbian, Gay, Bisexual, Transgender, or Queer (LGBTQ). I also partner with individuals and families who have planning needs related to disability or other medical conditions. The elements of planning associated with both of my specialty areas create unique challenges for my clients, and often the planning process can be emotional. Along the way though, I learn about my clients’ unique stories and background, witness their pride in their success and the successes of their loved ones, see the many pictures of their children or grandchildren, hear about their recent vacations, join them in their philanthropic endeavors, and so much more. I am grateful when my clients trust me not only to help them with their financial lives, but also to share with me their many other life experiences.
What fuels you every day in your work?
What fuels me in my work every day is seeing the weight lifted off my clients’ shoulders after implementing their financial plan. My clients typically have unique planning needs. Sometimes they aren’t sure where to even begin addressing these needs. Other times they have an idea but are overwhelmed by everything else going on in their lives; financial planning tends to take a back seat. And many times, they are worried about where their financial future lies. That’s where I come in to help them organize and prioritize their goals, identify areas of improvement, and most importantly implement any changes and continue to monitor the plan regularly.
CERTIFIED FINANCIAL PLANNER®, Chartered Special Needs Consultant®, NAPFA Diversity Equity and Inclusion(DEI) Certified
Co-Chair of the National Association of Personal Financial Advisors (NAPFA) Diversity, Equity, and Inclusion Steering Committee.
