Mindy Cook

Financial Planner & Founder

Mindy wants to get to know you: your goals and dreams, your fears and questions. She wants to learn about your life and your family because she believes that building a strong relationship is the key to developing a financial plan that makes sense to you and the foundation of a long-term partnership.

Mindy became a financial advisor over 20 years ago because she loves helping people and recognized that most people find financial planning to be complicated and overwhelming, and she wants to make it simple and easy for you. When you work with Mindy, she educates you so that you can make informed decisions and feel confident in your plan, and enjoy the process along the way!

Angie Hundt

Financial Planner & Founder

Angie wants to solve your problems: this is a highly complex industry that sometimes seems like it has been intentionally over complicated. However, Angie loves to unravel the complication and find simple solutions.

Angie's broad industry experience gives her a unique perspective and approach to solving problems. She previously served as the Chief Operating Officer for a national financial firm and was a member of the investment committee responsible for developing the firm's investment portfolios. When you work with Angie, you can feel confident that you've got a partner that will solve your problems!