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Our financial advice team


Mindy Reid

Mindy Reid

CFP®, BFA, CRPC®, CLTC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
BlueStem Wealth Partners
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Interests

My husband and I value spending time with our son, Jackson, and our daughter, Lily. We also value our time with our extended families and friends. I volunteer with our church high school youth group, local charities, and community outreach events. When the weather cooperates, I enjoy running, golfing and skiing.

Awards & recognition

  • Five Star Wealth Manager, 2013 -2016, 2019-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelors Degree in Biology - University of Colorado, Boulder, CO
  • Masters Degree work in Education - University of Minnesota, Minneapolis, MN
Newsletter

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Community participation

  • Feed My Starving Children
  • 363 Days Food Program
  • TreeHouse Youth Outreach
  • Interfaith Outreach & Community Partners
  • Plymouth Covenant Church
  • Juvenile Diabetes Research Foundationional