Since 2004, Mindy has held various responsibilities all centered around making sure our clients have a personalized first-class experience. Her current responsibilities as our Investment Support Specialist is working to implement investment planning strategies and follow through on the continued administrative management of our client’s investment accounts. She deals at all levels of new business, including business/client related forms, managing the client database, and was instrumental in transitioning our office to a paperless system. With over 24 years of experience in the Insurance and Financial industry Mindy excels at detail and expertise.
“My goal is for each client to have the best experience possible”