7935 East Prentice Avenue,
With Mint Financial Strategies, you get professional, courteous and independent financial strategists on your side.
Not only is our financial management experience, independent advice and investment network valuable, you also need a financial consulting firm that you trust. We are committed to giving you current, relevant information with a network of financial solutions as your trusted advisors.
LPL Branch Manager and Financial Strategist
Jody has been helping people manage their finances for over 20 years. She is an Accredited Investment Fiduciary®, a Certified Wealth Strategist® and a Certified Retirement Counselor®.
Client Services Assistant
Megan Duggan has over 15 years of experience in communications and five years of experience in financial services. Her background includes roles in the mortgage, real estate, legal, healthcare, and non-profit spaces. She is passionate...
Patrick Mekled is committed to helping people design a lifestyle worth living. Since joining Mint in 2022, he has enjoyed getting to know all the wonderful people who are already part of the Mint family as he settles into his role as...