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Mindy Perez, RICP®

Mindy Perez, RICP®

President, Wealth Advisor


You could say that Mindy gets a bit excited about helping guide her clients to unexpected results. Driven by improving those around her, Mindy ensures that each plan feels the best fit. She has made it her priority for clients and guests to feel confident and informed, while strategically working in reliable solutions that aim to enhance wealth and security. Mindy strives to bring each person’s future to the present and guide them through a one-on-one approach for the most fiducial and personalized results.

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

Mindy and her husband love playing sports and being outdoors. However, with four young children, they spend most of their time keeping up with all the games, activities, laundry and diapers! 

  • B.S. 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
  • Notary Public

Mindy Perez RICP





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