Mindi began her financial services career in 2007 at Northwestern Mutual. She joined MassMutual and Lee, Nolan & Koroghlian in 2010. Her focus for the first 15 years of her practice was protection planning and retirement planning.
While Mindi is still with MassMutual, she has built a team and rebranded to Amethyst Wealth Planning, a soulful financial planning firm. Mindi and her team offer holistic fee based financial planning. The firm's mission is to provide financial comfort, clarity, and confidence for their clients.
Amethyst Wealth Planning focuses on serving courageous business leaders, the LGBTQ community, and couples with vision who are preparing for retirement.
Mindi earned a Bachelor of Arts in Psychology from Yeshiva University’s Stern College for Women. She is Life, Accident, and Health Insurance licensed in NY, NJ, and VT, and has the FINRA Series 6 and 63 registrations. She is a board member of UJA Pride, a member of the Heschel Notes chorus, and leads prayer services at her synagogue. Mindi loves nature and enjoys hiking and reading in her spare time.
Mindi has been a resident of Brooklyn for over 20 years. She and her spouse, Malkie, are the proud parents of three sons.
Amethyst Wealth Planning is not a subsidiary or affiliate of MML Investors Services, LLC.
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