Mindy Sutton

Mindy Sutton joined Waverly Advisors in October of 2023 after Rainsberger Wealth Advisors was acquired by Waverly. Mindy serves as a Partner and Wealth Advisor at Waverly in Colorado Springs. Her career started in a high-paced, team-orientated marketing environment and later transitioned to wealth management and financial planning. Mindy loves helping people be successful, whether that be her clients achieving their financial, business and family goals, or her team pursuing their professional ambitions.

Mindy also had the privilege of teaching multiple classes as a Professor in Business and Marketing for the University of Phoenix and University of Colorado, Colorado Springs.

In life, time with her family is most important. The Suttons like to cook together, play games, hike, talk, sing, pray, workout and just spend time together. Mindy loves to read crime dramas and relax with yoga or blues music & wine. Another passion she holds dear is coaching and spending time with her teams.

[email protected]

719-570-3327

Colorado Springs, CO

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Juris Doctor – University of Denver, College of Law
Masters of Business Administration – University of Colorado
BA Psychology and Criminal Justice – Calvin University

Community Involvement

Marketing & Communications Committee, Evangel Christian Academy
Girls Basketball Coach, Evangel Christian Academy
Landsharks Running Club Coach

Ask Me About

Retirement Planning
Generational Wealth Planning
Employer Sponsored Retirement Plans
Education Planning;