Cindy is a seasoned financial advisor with a career spanning over three decades, defined by her commitment to transparency, fiduciary excellence and compassionate client service. Since entering the financial services industry in 1988 at Prescott, Ball & Turben, Cindy has continuously evolved with the industry—holding key leadership positions at McDonald & Co. Securities and Wells Fargo Advisors before joining RBC Wealth Management in 2022.
At RBC, a global leader known for financial strength, integrity and a client-first approach, Cindy has built a distinguished practice centered around customized wealth planning, portfolio management and multigenerational strategies. As a Portfolio Focus portfolio manager, she develops sophisticated, goals-based investment strategies to help clients protect and grow their assets—while staying aligned with their long-term objectives, values and legacy aspirations.
Cindy’s clients often describe her as a trusted ally who treats them like family. Her approach is rooted in attentive listening, thoughtful dialogue and an unwavering dedication to each client’s individual journey. Whether guiding families through life transitions, planning for retirement or stewarding wealth for future generations, Cindy is committed to building clear, actionable roadmaps that bring stability and confidence.
A lifelong learner and student of the markets, Cindy blends decades of hands-on experience with real-time insights into evolving financial landscapes. She holds the CERTIFIED FINANCIAL PLANNER® designation, Chartered Retirement Plans SpecialistSM, and Certified Divorce Financial Analyst® credentials and passed the Series 7, 63, and 65 exams. She also holds insurance licenses, underscoring her breadth of knowledge and commitment to professional excellence.
Cindy earned her bachelor’s degree in business from Baldwin Wallace University and remains active in community service. She serves on the committee for Community Resource Services, is a leadership supporter of the Avon Lake Athletic Boosters, and contributes to charitable causes such as MedWish International, West Side Catholic Center and the Willoughby Rotary Autism Foundation.
Outside of work, Cindy enjoys a vibrant and healthy lifestyle with her husband, Mike, and their four adult children, Madison, Hunter, Nicole and Kyle. She believes that living with purpose and balance—both professionally and personally—is key to serving others with clarity and care.
