Cindy is an integral part of our Client Service Team, which manages all aspects of customer service related to plans, accounts and policies that we administer on behalf of our clients—including new account and service paperwork, account funding, and underwriting management.

Cindy brings to Wealth Impact Partners over two decades of experience working with customers and employees in various roles, expertise in accounting and human resources, and critical detail and documentation skills.

Cindy currently lives in Scituate, Rhode Island, with her husband, son, and two dogs (Zoey & Daisy). When she’s not at work, she enjoys reading, walking, and spending time with family.