Prior to joining Carolina Retirement Solutions, Cindy worked for 25 years as a financial planner for a Charlotte based wealth management firm, 3 years as a marketing assistant for a national health insurance brokerage firm and 10 years in Ohio as an Associate Agent for Nationwide Insurance. She received the Certified Financial Planner™ (CFP®) certification in 2005 and served for four years as Director of Professional Development for the Charlotte Chapter Financial Planning Association.
Cindy enjoys working with clients to gain a clear picture of their financial goals and objectives, creating plans that will allow them to focus on following their dreams.
Cindy and her husband Rich live in Indian Trail and have one son Jared, an Actuarial Associate for TIAA and graduate of the University of North Carolina at Chapel Hill. Cindy is active in her church, having served as a youth advisor, an Elder of the Presbyterian Church USA, and participates in chancel and bell choirs. She enjoys cooking and getting to the beach in her spare time.
- B.S.B.A. Finance, University of Akron
- Certified Financial Planner ™(CFP®)
- Series 7 and 63 Registered Representative, LPL Financial
- North Carolina life, accident, health, long-term care and Medicare supplement license