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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.

 

Favorite food:

Blackened Redfish

Best piece of financial advice received:

Never spend more than you make!

Favorite movie:

The Notebook

Favorite TV show:

Fixer Upper

What motivates you:

To be a great example to our children

Favorite holiday:

Christmas

Place you'd most like to visit:

The Skagit Valley Tulip Fields

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.