Mindy Reid

Have you ever realized that you didn’t know what you didn’t know? I certainly have.

In college, I used a credit card without really understanding how it worked and it backfired years later. I wasn’t irresponsible, I simply had never been educated in personal finance.

Subsequently, after getting married, I found myself asking, “Are we saving enough and in the right places?” Once again, I realized there was a gap between what I needed to know and what I had been (or hadn’t been) taught.

A part-time job in financial services changed everything. The more I learned, the more I realized how many capable, responsible, smart, and hardworking people were facing the same challenges I had.

What started as a part-time opportunity became a lifelong calling. Today, I’m passionate about financial education, teaching personal finance to high school students, and helping my clients approach retirement with confidence and understanding using our FINANCIAL LIFE ADVICE^TM process.

My goal is to make sure clients understand the reasoning, the “why” behind every decision. I believe no one should have to figure it all out alone.