Cindy joined Private Wealth Management in July 2023 with over 22 years of experience in the financial services industry. Her professional experience includes retirement planning, wealth management, mutual funds, education planning, 401(k)/pension rollovers, life insurance, long-term care insurance, and more. She became a wealth advisor because she loves helping people reach their goals and attain financial independence.
Before becoming a wealth advisor, Cindy served as a Russian Linguist in the US Army. She graduated with a Bachelor of Arts in Russian and Philosophy from the University of Arizona and her Master’s in Business Administration from the University of Phoenix. Over the years, Cindy began to miss military service, which prompted her to reenlist to serve in the Arizona National Guard. As of 2023, she has just three years of service remaining to retire from the US Army Reserves.
Cindy's hobbies include being with her family (including her three dogs and two cats), attending church, and getting involved in the community. For fun, she loves to dance, listen to live music, and take in the fantastic weather and outdoor activities in Florida!