Director of Transfers & Reporting
Who is the mastermind behind the performance reports that you receive to update you on your accounts? Cindy works hard behind the scenes to help ensure you receive error-free updates on your portfolio just in time for your review with Richmond Brothers. Having a fondness for numbers and ensuring that processes run smoothly, Cindy also manages the 10% transfer process for those clients that have the option. She communicates with clients to ensure that the paperwork is completed in the correct timeframe and likewise, clients are able to provide funding to their income or reinvest in their portfolios.
Cindy has two children, as well as six grandchildren, that are her pride and joy. Her interests include shopping (a world class shopper as well!), reading, and spending time with family.