With more than ten years’ experience in financial planning for retirement, Cindy focuses on the three pillars of financial, protection, and legacy planning with her clients. Cindy’s prior work experience as a corporate information technology manager guides her perspective as an employee and now independent advisor. Cindy is well-versed in the Pennsylvania Teacher’s Pension available through PSERS.
At Lincoln Investment, Cindy has access to the research expertise of this full-service financial services firm which originated in the Philadelphia suburbs, and now is available natIonwide.
Cindy is a Philadelphia native who worked in public service for the City of Miami and Arizona State University, before returning home to work for the Rohm and Haas Company. She began work in financial services as a part-time assistant and found the opportunities to educate and develop financial awareness so compelling that she became a CERTIFIED FINANCIAL PLANNER Professional in 2015. Cindy is a Penn State alumna with an MBA from the Smeal College of Business.
Cindy’s lives in Jenkintown with her husband, John, and they have three daughters. Her interests include the outdoor arts of gardening, bicycling, and hiking.