Cindy provides her clients with personalized financial direction, stressing the importance of a long-term strategy to balance risk and return. Cindy's enthusiasm, her heart of a teacher, and drive to help others provides her clients with the stimulation they need to commit to and follow a strategy that is custom designed for them. As our nation's population matures, Cindy has concentrated her continuing education on income distribution planning to help ensure that her clients have strategies in place for income for life.
Areas of Expertise
- Comprehensive Financial Planning Strategies
- Tax Planning
- Distribution Planning
- Dave Ramsey Principles
- CERTIFIED FINANCIAL PLANNER™ professional
- Master of Science Degree in Personal Financial Planning, Georgia State University, 2000
- Bachelor of Science Degree in Industrial Management, Georgia Institute of Technology, 1982
Outside The Office
Cindy is happily married with two daughters, and lives in the West Cobb area of Atlanta. She enjoys family and friends, spending time outdoors, hiking, biking, swimming and rafting.
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