Cindy has worked in the securities industry since 1979. She started her career at Merrill Lynch, working in operational roles which provided quality training for her future position as a wealth management associate and assistant vice president. Since 1992, she has been an associate with the Sofka Wealth Management Group.

Cindy has obtained her Series 7 and Series 66 licenses. While with the Sofka Group, she worked as a resident director assistant for several years. In this role, she assisted with the daily operational responsibilities of the office while providing support to the group’s advisors as their business continued to grow.

In 2023, Cindy moved to Raymond James with her team and currently handles all aspects of the administrative processes, such as onboarding new clients and providing ongoing service to existing clients. This client service often includes – but is not limited to – account transfers, problem-solving and documentation.

Cindy lives in Sheffield Village with her husband, Tom. They have two sons, Tom Jr. and Bill. She enjoys gardening, spending time with the family and vacationing at the beach.