Cindy joined Manchester Financial in 2002 and managed the Operations team from 2005 through 2011. She now oversees all of the specialized services Manchester provides to our clients, including pension and retirement plans, estate settlements, and alternative investment due diligence. Cindy also coordinates our efforts with outside professionals, such as CPAs and estate planning attorneys. Cindy began her career at Prudential, where she reviewed and underwrote retirement plans. She subsequently worked for several nonprofit corporations in the marketing, budgeting, and administration departments. Cindy holds a BA from Pepperdine University and is a member of Ed Slott’s Elite IRA Advisors.
When not helping our clients with life transitions and IRA details, Cindy enjoys cooking, reading, and most crafts. She and her husband also enjoy traveling, especially to other continents!