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Mindy O
CFP®
Watkinsville, GA
Oglesby Wealth Strategies, LLC
Mindy Oglesby is a CFP® professional with two years of experience, currently serving as the principal of Oglesby Wealth Strategies, LLC in Watkinsville, GA. She has been involved with Oglesby Financial Group, Inc. since 2012 as an insurance broker and also owns JWL Properties LLC. Oglesby Wealth Strategies provides financial planning and consulting services to individual clients and retirement plan sponsors, focusing on ERISA 3(21) fiduciary services and plan-level advisory work. The firm does not manage client assets directly but recommends and monitors third-party money managers while supporting clients with investment policy statements and participant education.
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