For over two decades, we have been helping our clients plan and manage their ﬁnancial futures. Whether you’re just starting to save for your future or you’re planning to retire soon, we can craft a customized wealth strategy to help you pursue those goals. Jody Hinsey is Mint Financial Strategies’ founder. She graduated from the University of Nebraska - Lincoln with a Bachelor degree in Finance.
She is a General Securities Representative (Series 7), an Investment Company Products/ Variable Contracts Principal (Series 26), and a Uniform Securities Agent (series 63 and series 66) all held with LPL Financial. She also has an insurance license for the state of Colorado. Jody holds herself to a high standard of lifelong ﬁnancial education.
Jody is a Certiﬁed Wealth Strategist® (CWS®). She graduated from this holistic comprehensive educational program which uses a blended learning approach and capstone project to better serve her high net-worth clients and understand complex client issues. She added Certiﬁed Retirement Counselor® (CRC®) to her long list of credentials. This expanded her education in retirement accumulation, retirement readiness, retirement plan management and retirement income planning.
Jody is also an Accredited Investment Fiduciary® (AIF®). This designation represents a thorough knowledge of and ability to apply the ﬁduciary Practices.
In Mint Financial Strategies’ founding year of 2014, 5280 Magazine recognized Jody as a Five Star Professional Wealth Manager. Every consecutive year since then, through 2019, Jody has been awarded this honor.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018, or 2019 Five Star Wealth Managers.
As an active member of her church and other charitable organizations in the Denver metro area, Jody is very passionate about serving her community. She is married and has one son named Charlie.
designation conferred by INFRE®.