Mindi Wernick


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Mindi began her financial services career in 2007 at Northwestern Mutual.  She joined Lee, Nolan & Koroghlian, LLC, a MassMutual firm, ten years ago and has consistently been recognized as a leader within the firm and in the company. With a caring approach, she shepherds her clients through the complexities of protecting and providing for their loved ones.  Specializing in working with business owners in the creative and technology industries, she is dedicated to educating and empowering them to make sound financial decisions.

     

    Mindi earned a Bachelor of Arts in Psychology from Yeshiva University’s Stern College for Women.  She is Life, Accident, and Health Insurance licensed in NY, NJ, and VT, and has the FINRA Series 6 and 63 registrations.  She is a board member of UJA Pride, a member of the Heschel Notes chorus, and leads prayer services at her synagogue.  Mindi loves nature and enjoys hiking and reading in her spare time.

     

    Mindi has been a resident of Brooklyn for over 20 years.  She and her spouse, Malkie, are the proud parents of three sons.

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    New York Satellite Office - Third Avenue

    Satellite Office

    622 Third Avenue 9th Floor
    New York, NY 10017

    CRN202202-259745