Cindy is a detail-oriented Executive Assistant with years of experience supporting senior advisors in wealth management, specializing in insurance policy administration. Known for her professionalism and discretion, Cindy plays a key role in aiming to ensure an exceptional client experience in a fast-paced environment. 

Cindy previously worked at Beirne Wealth Consulting and TrinityPoint Wealth as a Senior Client Associate, and at a broker dealer firm, for 18 years, where she served as a Registration and Licensing Specialist and Assistant to the Compliance Officer.

When she’s not working, Cindy enjoys exercising, animals, the beach and outdoor activities, as well as spending time with family and friends.