Cindy is the executive assistant with The Wealth Center at Meaden & Moore. She brings to the organization more than 15 years of experience in the financial services industry. As the primary client relations assistant, Cindy works with our financial advisors to assist clients with day-to-day needs.
Dedicated to providing an exceptional client experience, Cindy builds long-term relationships with clients that begin on day one.
She also assists our financial advisors in investment, insurance, and alternative investment account processing and trading. Our clients know that Cindy is committed to achieving their financial goals and objectives.
Investment Advisor Representative
Exams: FINRA Series 7 and Series 66; Ohio Life and Health insurance licenses
Financial Paraplanner Qualified Professional (FPQP™)