Branch / Location: Cleveland, OH
As a Director with McDonald Partners, Mindy Qua develops customized, integrated wealth management solutions for her clients, which include individuals, families and business owners. Each client’s needs are carefully considered, including investments, insurance, liability management, estate planning, as well as retirement planning.
With a strong background in retirement plan consulting, Mindy is qualified to help plan sponsors navigate the ever-changing regulatory environment. Her commitment to process-oriented solutions, with periodic plan reviews and investment monitoring, aids her plan sponsors in fulfilling their fiduciary obligations. Mindy has a passion for education, which is demonstrated in her dynamic employee education campaigns. These campaigns drive participation as well as overall plan success.
Her 20-year career in investment management includes tenure at UBS Financial Services beginning in 2007, when McDonald Investments was acquired by UBS. She had been with McDonald Investments since 1998 – first as a Portfolio Analyst and later as a Financial Advisor. Her investment services and retirement plan experience begin in 1995 when she was a Retirement Plan Administrator at Key Corp.
Mindy earned a Bachelor of Business Administration in Finance and passed the Certified Public Accounting Exam. In addition, she maintains the following two industry designations; AIF®, Accredited Investment Fiduciary from the Center for Fiduciary Studies and CRPS, Chartered Retirement Plan Specialist from the College of Financial Planning.
Mindy and her husband Blake live in South Russell with their two daughters. She enjoys cycling and completed her first sprint triathlon in 2019. Mindy is active in the Valley Lutheran Church, Girl Scouts of Northeast Ohio and is a volunteer with Junior Achievement, teaching classes for the annual Stock Market Challenge.