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Mindy Perez

Mindy Perez

Investment Advisor and Business Manager


You could say that Mindy gets a bit excited when it comes to helping guide her clients to unexpected results. Driven by improving those around her, Mindy works to ensure that the plan feels like the best fit. With years of one and one consulting, Mindy has made it her priority for clients and guests to feel confident and informed. Coming from a field of those wanting to see results and see it fast, Mindy strives to bring people’s future to the present and guide them through a one and one approach for the most fiducial and personalized results.

Contact Mindy for questions on your overall retirement plan as well as help with a skilled and transparant approach to investments. 

  • B.S. in Exercise Science from Brigham Young University
  • Series 65 licensed – Investment Advisor Representative (Fiduciary)
    • Check the background of this investment professional on SEC IAPD.
  • Life & Health Insurance Licensed
  • RICP – Retirement Income Certified Professional Dec 2020
  • Notary Public

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