Cindy’s primary role is to deliver exemplary service and support to our clients and advisors during each step of the wealth management process. She acts as the liaison with our custodians and works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Cindy lives in Wellington, Florida, with her fiancé, their daughter, Priscilla, and their German shepherd. During her free time, Cindy enjoys hanging out with her family, cooking, traveling, and spending time outdoors.
Education, Designations, Licensures:
- California State University, Northridge – Bachelor’s degree in Liberal Studies
- Financial Paraplanner Qualified Professional™ designation