Waverly Advisors
Partner, Wealth Advisor
JD, MBA

Mindy Sutton

Mindy Sutton joined Waverly Advisors in October of 2023 after Rainsberger Wealth Advisors was acquired by Waverly. Mindy Sutton is a Partner and Wealth Advisor with Waverly Advisors in Colorado Springs. Prior to joining Waverly in October 2023, Mindy was with Rainsberger Wealth Advisors, where she began her career in wealth management in 2013.

Mindyโ€™s professional background began in a fast-paced, team-oriented marketing environment before transitioning into wealth management and financial planning. Her diverse experience has shaped a client-centered approach focused on helping individuals, families, and business owners pursue their financial, business, and personal goals. She is equally passionate about developing and supporting those around her as they pursue their own professional ambitions.

In addition to her work in wealth management, Mindy has had the privilege of teaching business and marketing courses at the University of Phoenix and the University of Colorado Colorado Springs. Her experience in both education and financial services has strengthened her commitment to sharing knowledge, building relationships, and helping others succeed.

Outside of work, family is at the heart of Mindyโ€™s life. The Sutton family enjoys cooking together, playing games, hiking, talking, singing, praying, working out, and simply spending quality time together. A natural coach and mentor, Mindy finds great fulfillment in investing in the people around her, both personally and professionally, and helping them grow, thrive, and reach their full potential.

Areas of Expertise

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

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 clientโ€™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. Waverlyโ€™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;