Mindy Zatta is a distinguished Private Wealth Advisor with over 25 years of experience guiding clients through the financial and emotional aspects of wealth management. Her mission is to help individuals define their goals, plan for the future, and achieve financial confidence through holistic financial planning.  With a deep-rooted family heritage of caregiving, Mindy brings a high level of compassion and sensitivity to her work with clients, especially as they deal with the complexities of caregiving for their loved ones. 

Mindy’s career spans decades in financial services, including leadership roles and recognition as part of elite advisor networks such as The Resource Group and WISE. She currently serves on Osaic’s Women’s Advisory Board, where she is passionately involved in intentional efforts to support and advance women in the financial services industry. Her credentials include an MBA from Wheraynesburg University, CFP®, CRPC®, and BFA designations, reflecting her commitment to lifelong learning. Inspired by her mother’s financial struggles, Mindy is passionate about empowering others with knowledge and tools for independence. She actively gives back through community service, serving on multiple boards, including the Washington Health System Foundation and Waynesburg University’s Board of Trustees. She has established scholarships for women in business and delivered the 2023 Commencement Address at Waynesburg University. Rooted in Washington, PA, Mindy values family, health, and community. Her dedication to clients and service reflects her belief in making a meaningful impact—professionally and personally.