Cindy has over 36 years of experience in financial services with a focus on serving and making life easier for clients. For most of her career, Cindy has supported top-notch financial advisors and developed longstanding, trustworthy relationships with clients while helping manage their wealth.
Cindy is an integral support to the team’s day-to-day operations, working in both administrative and client service roles. Cindy is responsible for daily coordination with clients, supporting investment management and financial planning decisions. She holds Series 7 and 63 securities licenses.
Cindy enjoys gardening, canning, camping, and cross-country motorcycling with her husband Steve. They enjoy spending time with and visiting their son Kenny, and are always entertained by their 2 dogs, Weimaraner, Maia and Rhodesian Ridgeback, Thor.
