Mindy joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. She serves as an Administrative Assistant at Waverly. Mindy is a dedicated professional with a strong background in education and finance. She holds a bachelor’s degree from Miami University and a master’s degree from the College of Mount St. Joseph. With over 15 years of experience as a primary classroom teacher, Mindy has developed exceptional skills in organization, attention to detail, and client service, which she now applies in the field of finance. She is passionate about supporting her team to ensure clients receive excellent service.
Mindy is also deeply involved in her community, participating in walk events to support the Cystic Fibrosis Foundation, Matthew 25 Ministries, The Sand Angel Foundation, and the American Heart Association.
In her personal life, she enjoys spending time with her husband and two adult sons, hiking, traveling, and solving crossword puzzles. Mindy’s commitment to both her professional and personal endeavors highlights her dedication to making a positive impact in all areas of her life.