Hello 👋🏼 I’m Cindy. I work with a diverse group of clients to help navigate complex financial decisions by offering personalized financial and tax planning strategies. I help with decision-making when it comes to the more simple tasks of how to fund home down payments, when to take Social Security, how to exercise stock options, when to sell a business, and how to financially navigate divorce. There are more complex tasks that require tax and estate planning strategies where private market investments come into play.
I cultivate strong relationships with my clients by actively listening to their needs then applying recommendations through planning. Trust is vital, and I’m committed to collaborating closely to help bring confidence and help clients achieve their financial goals.
