Cindy has worked in the insurance and investment industry for the past 25 years focusing on retirement income planning. She specializes in insurance, investments and annuities and helping retirees with their financial needs—while striving to give them much-needed confidence—after their careers have ended.
Post-retirement financial strategies can be complicated and Cindy helps clients review their IRAs and incomes, manage their required minimum IRA distributions and establish—and help reach—post-retirement financial goals.
She has previously managed a $50 million financial planning practice for 19 years, including compliance practices, portfolio review, investment research, retirement income planning, and working with high-net-worth clients.
While working for Phoenix Home Life, Cindy managed the administrative staff and new business processing departments for three financial advisory offices. She was also responsible for overseeing and coordinating this function for more than 50 advisors and staff.
When Cindy is not working on strategies for retirement, she is busy baking and decorating incredible floral cupcakes. Cindy resides in Florence Twp. with her husband, Jim.