Cindy is committed to building strong advisor and business relationships while fostering effective business operations and nurturing client connections. With a passion for helping others achieve their financial goals, Cindy has earned a reputation for her client-centric approach. Her ability to blend her expertise in business operations with personalized client service has been instrumental in the firm’s success.
Cindy’s philosophy is grounded in the belief that financial success thrives when there is a delicate equilibrium between streamlined operations, client bonds, and productive partnerships with advisors and businesses. Under her steadfast leadership, the firm has evolved into an ecosystem where clients feel heard, understood, and supported throughout their financial journey. It’s common to hear Cindy say, “I love the opportunities I have to work with clients, who are really more like friends.” With a diverse skill set, Cindy holds multiple insurance licenses and provides expert guidance on Medicare-related inquiries. Her extensive 28-year involvement in the industry attests to her deep commitment and enduring expertise.
Outside of her professional pursuits, Cindy enjoys unwinding with a good book by the calm ocean. She loves traveling, and most of all, spending cherished moments with her family. Being “Mimi” is her most fulfilling role.
Cindy’s story is one of a balanced leadership approach, where her dedication to building advisor and business relationships, nurturing client connections, and optimizing business operations has indelibly shaped the landscape of Atlas Investment Management and Retirement Solutions.
Contact Information:
email | [email protected]
phone | (801) 281-3411
