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.
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C12 equips Christian CEOs and owners to build great businesses for a greater purpose.