Cynthia has over 20 years of experience advising and working with clients from a variety of backgrounds and life stages. She has successfully completed the Personal Financial Planner (PFP) designation and takes pride in active listening, helping clients articulate and prioritize their goals, then formulating a realistic and personalized plan to help achieve them.

“I take a holistic approach to providing financial recommendations, ensuring a customized solution for every client and their family. I have a passion for helping clients with all their financial needs, whether it’s helping with cash flow strategies, borrowing for a major purchase, developing a savings plan or investment solutions with tax efficiency.”

Cynthia will work with you to develop your comprehensive lifespring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.