- Last Updated on Sunday, 29 October 2023 22:58
Mindy Zatta is among five Osaic financial advisors who are being recognized for making a difference through charitable work across the country and the world. Mindy has chosen to designate the Washington Health System Foundation (WHSF) as her charity of choice to receive a $2,000 grant.
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| SMindy Zatta, CFP, BFA, CRPC, MBA Private Wealth Advisor, IronBridge Wealth Counsel |
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| Pictured at the awards dinner (from L to R) are: Desiree’ Sii, President and CEO – SagePoint Financial; Kristen Kimmell, Executive Vice President, Business Development – Osaic; Greg Cornick, President, Advice and Wealth Management – Osaic; Mindy Zatta, Private Wealth Advisor, IronBridge Wealth Counsel; Sara Schumacher, Executive Director, Washington Health System Foundation |
“Thank you to the Invest in Others Charitable Foundation for celebrating and amplifying the charitable efforts of financial professionals, to Osaic for supporting such a wonderful organization and the charitable work of their advisors, and to IronBridge Wealth Counsel, LLC for holding ourselves to a higher community standard by investing our collective time and financial resource back into our communities,” said Mindy Zatta. “I chose WHSF to be my charity of choice because I know the impact that is made on our patients through many initiatives, such as the Patient Assistance Fund.”
Sara Schumacher, Executive Director of WHSF said, “Mindy is a hands-on community member who volunteers to support many organizations. We are fortunate to have her as the Vice-Chair of the WHSF Board, Chair of the Investment Committee and serving on the 1897 Society Major Giving Committee. She is extremely generous as well. Mindy is always there when we need her and her expertise. We are grateful she chose WHSF to be her charity of choice.”
The donation will be used for the health system’s greatest needs. At this time, one of those needs include the Patient Assistance Fund, which offsets the cost of transportation, medication and clothing for patients in need.
Mindy and Sara traveled to Boston to be recognized at the 17th Annual Invest in Others Awards Gala on Sept 19thwhere 600+ attendees were present and over $700,000 was awarded to charities across the nation and internationally. Sara said, “It was a very inspirational and emotional evening. The collective impact financial professionals have on the charitable community is just astounding and has so much potential to grow. There will always be needs in our communities and with that, more work to be done. It’s organizations like Invest In Others and their support of financial professionals charitable work that will help meet those needs.” Mindy added, “We will definitely be exploring opportunities with Invest In Others to bring more funding into our local Washington County community.”
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