Mindy joined the Alcyon Wealth Partners team in 2014. As the group’s Client Service Manager, Mindy’s primary responsibilities center around daily account maintenance for our clients. This includes opening new accounts, processing transfers, handling all money movements within client accounts, and dozens of other crucial daily tasks within the team.

She has a degree of Applied Business in Legal Assisting and currently resides in Mineral Ridge, Ohio, with her husband Dan and their daughter and son.