Mint Hill Wealth Management
We established our firm to help physicians and dentists simplify their financial lives and proactively create wealth. We do this by serving as your family’s CFO through the financial planning process, and offering a higher level of flexibility and customization in our portfolios. We love working with physicians and dentists because they are hardworking, diligent, and appreciate the guidance of financial professionals. Let us help take the stress of financial planning off your plate. As a medical professional, your career path is different from other occupations. Our firm is custom designed to serve your financial needs at each stage in your financial journey, from training to retirement. To learn more, please visit - Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. Check the background of this firm on FINRA’s BrokerCheck. 5187 Utica Ridge Rd, Davenport, IA. Mint Hill Wealth Management, LLC and Ausdal Financial Partners, Inc. are separately owned and operated.
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
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Sarah Werner
Senior Client Services Manager · Customer/Client Service
EmailPhone - CL
Christian Little
Financial Advisor · Finance & Accounting
EmailPhone - JS
Jacob Stevenson
Partner and Financial Advisor · Finance & Accounting
EmailPhone - ML
Matt Lessman
Chief Operating Officer · General Business & Management
EmailPhone - TA
Tyler Anderson
President · General Business & Management
EmailPhone
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Top roles at Mint Hill Wealth Management
5 distinct titles indexed · top 5 shown.
- 2financial advisor
- 1chief operating officer
- 1partner and financial advisor
- 1president
- 1senior client services manager
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