Cindi earned an accounting* degree at Bryan College and started her career working at a federal agency which became a branch of the U.S. Treasury Department. She joined our team in 2002 and brings almost 20 years of financial services industry experience to her role as senior relationship manager at Lumature Wealth Partners.
Working closely with our financial advisors, Cindi assists in all aspects of client care, including meeting preparation, financial planning, and account data maintenance. She keeps in regular contact with clients, ensuring that their needs are addressed and that advisor directives are accurately implemented in a timely fashion. She is also the office point person for annuities and insurance, assisting the producers with existing and new policies for their clients.
Cindi enjoys finding a bargain and caring for the people in her life. She lives in Marietta, Georgia, with her husband, Dan, and their youngest child. The three of them are active members at Lebanon Baptist Church in Roswell, Georgia. Cindi and Dan also have four grown sons.
*Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.