Mindy joined Argent Trust of Tennessee in 2012 with the opening of the company’s new Nashville location. As a wealth advisor with Argent, she serves select high net worth families with trust, investment, foundation, estate and family office services.
Prior to joining Argent, Mindy worked with Regions Morgan Keegan Trust for 10 years in the Private Family Services group focused on providing holistic financial services. She previously had management experience in customer service with Ford Motor Company, the Metropolitan Museum of Art, and a regional CPA firm. Her main focus is multi-generational family governance and dynamics. Her work has been recognized in a number of publications including Private Wealth Magazine, WSJ MarketWatch and Research Magazine.
Mindy was a winner of the Nashville Business Journal’s “Power Leaders in Finance” in 2020, “Women of Influence” Award in 2016 and the Young Leadership Award from the Jewish Federation of Nashville in 2014. She was a past co-chair of the Grants Committee of the Jewish Federation. She has previously been active on the Financial Planning Association board and the Imagination Library Advisory Committee. Mindy has also served as the past chair of the Temple’s Investment Committee and as a past board member of the Partnership for Philanthropic Planning of Nashville, whose mission is to inspire and educate individuals on the many ways they can make charitable planned gifts.
She lives in Nashville with her husband, Kenny, and children, Jonah and Asher.
