Cindy is a Director, Private Wealth Client Services with the Atlanta Cresset office. In her role, she devotes her time in supporting our clients and advisors during each step of the wealth management process. She acts as a liaison with our custodians and works directly with our advisors to provide a seamless transition for new clients and continued support throughout their relationship with Cresset.
Prior to joining the Cresset team, Cindy worked at Gratus Capital as a Client Service Manager and Team Training Leader. Before that she was at Charles Schwab as a Client Service Specialist and Client Reporting Specialist in both Phoenix, Arizona and Atlanta, Georgia. Previous to working at Schwab she worked in Pasadena, California as an Associate, Client Service and Marketing for Lombardia Capital Partners.
Cindy lives in Marietta, Georgia, with her fiancé, their daughter, Priscilla, and their German shepherd. During her free time, Cindy enjoys hanging out with her family, cooking, traveling, and spending time outdoors.