Cindy has a wealth of knowledge in the financial services industry with over 30 years of accounting and investments experience. Prior to joining our firm, she served as a licensed administrative assistant for a financial services business and continues in that role for Beacon Wealth Management. She has a Series 7 and 66 licenses held through LPL Financial.
Cindy is a valuable component to the firm’s customer service with direct interaction with clients. Her passion to treat our clients as family is a great component to her dedication, empathy, and follow-through to customer needs. Her favorite part of this job is understanding client goals and aspirations so a plan can be executed to pursue them.
Cindy enjoys spending as much time as possible with her family. She loves cooking, outdoor activities and traveling.