Cindy focuses on helping her clients through the financial planning process and enjoys forming long-term, personal relationships with those she works with. She works closely with her clients, ranging from young professionals to retirees, to help define, monitor and work towards their financial goals. She lives in Charlotte with her husband Adam and their sons Roman and Vince. She and Adam enjoy traveling, hiking and cheering on the VT Hokies.

Contact Cindy at (704) 409-2594