Cindy joined the firm in 2000 with 23 years of experience in the financial services and banking industry. Cindy has specifically assisted high net worth individuals for over 31 years both at Wealthspire and in her prior role at a large regional bank, where she provided assistance to trust and wealth management clients of the bank.

Previous Experience

  • Administrative Assistant at Bank One Trust Company

Education & Credentials

  • Series 65 license