Cindy joined HB Wealth in January 2025 after working with WMS Partners for 15 years. In her role, she is responsible for handling all client-related administrative tasks, as well as providing support for the advisory team. She assists with a variety of client requests, such as money transfers and opening accounts; she also resolves client issues through research and collaboration with the custodian or other team members.
Prior to joining HB, Cindy worked for a small RIA firm in the Towson area. For several years before that, she worked in the field of dyslexia education.
Cindy earned her Bachelor’s degree in Psychology at Barnard College.
In her free time, Cindy enjoys spending time with family and friends, working on home improvement projects, and traveling.