Cindy serves our clients by helping advisors prepare for client conversations and with the follow-up that ensues.
We recruited Cindy to Kairos in 2019, recognizing her as a seasoned veteran with over 20 years of industry experience. At her prior firm, Cindy was a Compliance Administrator supervising the regulatory adherence of 21 financial advisors.
Before entering the financial services field, Cindy spent time at the Department of Defense, at a government contractor and at the Chesapeake Bay Foundation. She is a graduate of the Community College of Baltimore County, and holds the Series 7 securities license.
Cindy and her daughter call their Manchester farmette home. So too do their goats, chickens, ducks, dogs, cats, turtle, parrot, and rabbit! Cindy enjoys spending time with her children and grandchildren, astronomy, kayaking, tap dancing, knitting, and Baltimore Ravens football. She is an officer of the Westminster Astronomical Society, Inc.
Whenever our clients call or visit, it’s my pleasure to always make sure they feel welcomed.