Mindy is an experienced and accomplished investor with a passion for empowering others to achieve financial freedom. With years of expertise in both institutional public and private markets, as well as training as an angel investor, she combines professional insight with a personal touch. A graduate of Truman State University with a degree in Finance and an MBA from St. Louis University, Mindy is a Chartered Financial Consultant (ChFC) and a CERTIFIED FINANCIAL PLANNER™ professional. After years of serving shareholders, employees, and stakeholders in the corporate world, she was inspired by her interactions with small business owners and entrepreneurs to create Truman Wealth Advisors—a space to directly support clients in achieving their financial goals.

Beyond her professional accomplishments, Mindy is a lifelong learner and adventurer. A financial news junkie, podcast enthusiast, and world traveler, she also cherishes her roles as a mom, wife, and community member in Columbia, Missouri. Whether she’s running the local trails, surfing, playing guitar, or practicing yoga, Mindy embraces life with energy and balance. She’s passionate about helping others build brighter futures for themselves and their families.