As an Investment Operations Specialist with Stonebridge Investment Advisors, Cindy has had the privilege of supporting clients and advisors for the past three years. She enjoys helping make the investment process feel a little easier and less overwhelming for clients.
Whether she is processing a contribution or withdrawal, helping update account information, or assisting with a client's day-to-day investment needs, Cindy wants every client to feel that they are being taken care of. She takes pride in being someone clients and advisors can count on to be responsive, thorough, and willing to help find a solution. Knowing that the work she does behind the scenes can make a difference in a client's experience is one of the most rewarding parts of her job.
A Jackson, Tennessee native, Cindy is a proud mom to one daughter and an active member of North Jackson Church of Christ. Outside of work, she enjoys spending time with her daughter—whether they are driving around, taking a walk, baking or cooking together, watching a movie, or enjoying a good game night. Family, faith, relationships, and helping others are important to Cindy, both personally and professionally.