Mindee has 25 years of experience navigating capital markets, investment portfolio construction, and financial planning for small businesses and individuals. In her current role, Mindee spends most of her time supporting individuals with all aspects of financial planning and investment management. She is driven to help others by understanding what is most important to them and formulating a plan for each of their specific goals.
In addition to working with individuals, Mindee also supports business owners and executives with their company sponsored retirement plans. She provides consultation for investment due diligence and manager selection, as well as employee financial education.
Mindee is an Investment Advisor Representative, securities licensed through FINRA, and a Certified Investment Management Analyst® (CIMA®) professional.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC.