Cindy is an independent financial consulting advisor. She has provided retirement plan consulting since 1987. Her primary focus is servicing and maintaining group retirement plans for government and public sector employees as well as conducting individual and group seminars to assist with financial consulting.
Prior to joining Retirement Plan Advisors in 2010, Cindy was an employee of The Hartford for 31 years. In her role as a Client Relationship Manager, she was responsible for working with plan sponsors, reporting on all aspects of their investment analytics, due diligence, and overall plan performance/participation. She provided assistance with implementation, service, and education to plans across all tax codes, including 401(k), 403(b), and 457. Cindy also was responsible for assisting with finals presentations for new business. She serviced plans from New York to North Carolina.
Prior to becoming a Client Relationship Manager, Cindy served as an Account Relationship Representative. In this role she was responsible for the enrollment and education of plan participants through group presentations and individual meetings. She consistently exceeded internal service goals and maintained a high client retention rate.
Cindy holds FINRA Series 6 and 63 registrations and is licensed in life, health and accident, and variable annuities.
Check the background of this investment professional on FINRA’s BrokerCheck.