Assisting the Walnut Creek location, Cindy brings with her over 15 years of experience in the financial services field. This experience ranges from financial operations and compliance to management roles. Detail-oriented and compassionate, her goal is to provide a consistently high level of service while building trusted relationships with every client interaction.
Born in Washington state, Cindy has lived most of her life in the Bay Area. In her free time, she enjoys reading, hiking, listening to live music from local bands, and spending time with her family and friends.