Throughout her career, Cindy has built and sold a successful independent advisory practice, led investment programs at major financial institutions, and coached hundreds of financial advisors—from solo practitioners to multi-advisor, multi-office firms. She has also consulted with leading financial institutions nationwide on advisor development, program oversight, and strategic growth initiatives.

Cindy has spoken on panels and at events regionally and nationally. Her commitment to advancing the profession also includes volunteer work inspiring high school and college-aged women to explore careers in finance.

Drawing from firsthand experience managing client relationships, running a business, and leading institutional programs, Cindy brings a grounded, practical perspective to her consulting, coaching, and speaking engagements