Client Relationship Manager
Cindy joined our firm in 2013 after taking time out of her career to be with her children during their younger years. Prior to that, she worked for 8 years at Independence Blue Cross, ending as a Business Analyst.
As client relationship manager, Cindy handles all scheduling, implementation processing and service related needs of our new and existing financial planning clients. Her genuine care for the clients, as well as accuracy and attention to detail make her a great team member.
Cindy is a graduate of Villanova University and resides in Downingtown, PA with her husband and two children.