Qualifications
Cindy has knowledge and experience with all types of investments, markets and economic conditions. She provides professional planning and guidance to help clients achieve their goals and have successful outcomes. Cindy joined RBC Wealth Management in 1993 as a financial advisor. Her clients include individuals, families, corporations, corporate executives and foundations. Previously Cindy was an estate appraiser working with clients to manage their tangible assets.
Cindy received a Bachelor of Business Administration degree in finance with a minor in philosophy from Southern Methodist University in Dallas. She holds Series 7, 63 and 65 securities licenses and life, health and annuity insurance licenses.
Cindy is the mother of four children and 2 grandchildren. She enjoys spending time with her family, reading and traveling.
