As a Senior Client Associate, Cindy plays a vital role in helping to provide an optimal client experience, striving every day to deliver the most efficient and effective back office support to meet each client’s specific needs.

Cindy takes care of everything from daily administrative duties, with a focus on client servicing, to supporting the firm’s compliance efforts, such as monitoring firm and advisor requirements for licensing and continuing education.

Cindy previously worked at Beirne Wealth Consulting and TrinityPoint Wealth as a 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.