Director of Transfers & Reporting
Cindy works hard behind the scenes to help ensure clients receive error-free updates on all portfolio performance reports in time for their review meetings with Richmond Brothers. Having a fondness for numbers and ensuring that processes run smoothly, Cindy also manages the 10% transfer process for clients who have the option. She communicates with clients to ensure paperwork is completed in the correct timeframe and, likewise, clients are able to provide funding to their income or reinvest in their portfolios.
Cindy’s two children and six grandchildren are her pride and joy. Her other interests include shopping, reading and spending time with family.