Cindy is a Wealth Management Coordinator at Mainsail Advisor Group, LLC. She joined the firm in 2012, bringing over 30 years of business experience to the practice. On a day-to-day basis, Cindy focuses on client service. Her responsibilities include guiding the wealth management operations including marketing, client services, establishing and maintaining client accounts and information systems, internal reporting, and is a liaison between Avantax and our clients.
Cindy holds a Bachelor of Science degree in Business Management from Fitchburg University. She is a lifelong resident of Massachusetts recently moved to Florida. She enjoys spending time with her family.