Cindy has extensive experience in designing portfolios for high-net-worth individuals and their families. She particularly enjoys helping families through the challenges of planning for retirement. Cindy's goal is to see her clients not only TO retirement, but THROUGH retirement. Cindy believes that true financial success is achieved when your portfolio enables you to reach your goals. By focusing on what matters to you on a personal level-such as a child's education, a new home, or income during retirement, she will help you develop an investment approach that addresses your unique concerns and priorities. This process includes reviewing your current asset allocation, insurance needs, estate plan, as well as a customized retirement analysis for all individuals. In 2019 and 2020, Cindy was named to Forbes "Best In-State Wealth Advisors" list. Cindy holds the Chartered Retirement Planning Counselor designation. *Asset allocation does not ensure a profit or protect against loss in declining markets. *Chartered Retirement Planning Counselor and CRPC are registered service marks of the College for Financial Planning. 