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.
- Administrative Assistant at Bank One Trust Company
Education & Credentials
- Series 65 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.