Meet Cindy

Cindy has a knack for identifying customized solutions and strives to make every client interaction a pleasant one. As our Founder and COO, she engages our clients in meaningful ways to ensure they not only get their needs met, but also that they feel valued and important.

No stranger to multi-tasking, Cindy earned her Business Management degree while raising two small children and running a business at the same time. Her professional experience within the financial services industry spans many years and helped lead her to her current role.

Outside of the office, Cindy enjoys spending time with her kids and watching them play sports. She also loves to spend time hunting, fishing and “glamping” with her entire family.