Mindy is a financial advisor dedicated to helping you create a financial strategy designed to provide security and confidence. She understands that managing wealth and achieving your goals can feel overwhelming. That's why she approaches her work as more than just a job—she becomes your trusted partner, working diligently to provide guidance aligned with your best interests.

With a career rooted in finance, Mindy began her journey at an accounting firm specializing in small, female-owned businesses. Through this experience, she gained a deep appreciation for the unique challenges professionals face—balancing work, family, and personal responsibilities while trying to stay in control of their financial future. She realized that financial planning often takes a backseat to other priorities, and she’s made it her mission to change that.

Mindy develops personalized strategies aimed at helping you manage your assets, from managing retirement accounts and executive compensation packages to providing strategies to enhance tax efficiency. Her goal is to give you the peace of mind to focus on what matters most today, knowing your tomorrow is in capable hands.

Living in Wilmington, North Carolina, Mindy embraces the coastal lifestyle with her husband of 20 years. When she's not helping clients, you’ll find her running along the beach, immersed in a good book, or exploring new global cuisines in her kitchen.