14 hours ago
Market Update | April 2021
The focus for 2021 has been three important shots into...
Consultant,
Relationship Manager
Mindy joined CAPTRUST in 2020 and is charged with developing and maintaining client relationships, completing, and following up with client requests, preparing for client meetings, and performing research and special projects.
Prior to joining CAPTRUST, Mindy served as a registered sales assistant with Lakeside Wealth Management, a firm specializing in financial planning, fiduciary and corporate qualified plan consulting, small business services, risk and asset management, and estate, tax, and life insurance planning since 2002.
Mindy worked as a Registered Sales Associate for Riverstone Financial Advisors for 4 years before joining Lakeside Wealth Management. In her free time, Mindy enjoys hiking, golfing, and going on new adventures with her family.
The focus for 2021 has been three important shots into...
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