Cindy is a Wealth Management Coordinator at Mainsail Advisor Group, LLC, and supports David in the firm’s Harvard Office. She joined the firm in 2012, bringing over 30 years of business experience to the practice. Her responsibilities at the firm 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 plays a key role in supporting our wealth management professionals. She conducts research into client requests, manages the timely transfer of critical information and documentation, and provides other services for 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.