Cindy has worked in the Financial Services industry for over 20 years. Cindy became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2011 and is licensed in life, health and long-term care insurance. She also is a Certified Private Wealth Advisor® professional, an advanced professional designation for holistic and multidisciplinary planning for high-net-worth clients.

A graduate of Saint Mark’s High School and the University of Delaware with a BS in Business. Cindy is passionate about creating unique strategies for clients, celebrating their successes and working alongside them to achieve their goals. She is experienced and knowledgeable in all aspects of financial planning and enjoys helping clients make well-informed decisions that are impactful.

Cindy lives in Delaware with her husband Pat and her 2 children, Izaak and Amelia. She enjoys blogging, reading, traveling and most of all spending time with her beloved family and their dog Bo. She spends most weekends in the Spring and Summer on their boat in the beautiful, historic town of Rock Hall, MD.