Designations and Licenses

Mindy is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Mindy has more than 25 years of financial experience. She specializes in comprehensive wealth management and has experience managing concentrated wealth and applying risk-mitigation strategies. Prior to joining Mariner, Mindy was senior vice president and senior portfolio manager at U.S. Bank, where she worked with private individuals, families and foundations. In that role, she focused on wealth preservation and transfer strategies. Previously, Mindy was a financial advisor at Johnson Investment Counsel and a private banking manager at Fifth Third Bank, where she was responsible for the health care and executive programs.

Mindy has a bachelor’s degree in finance and economics, with honors, from Miami University and an MBA from the University of Cincinnati.

Personal Interests

Mindy is chairman of the board of trustees for 4C for Children. She is vice chairman and trustee of the Beech Acres Foundation and a member of the Planned Giving Council at the Ronald McDonald House. She is a past trustee of the Cincinnati Children’s Choir.