Senior Relationship Manager
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 over 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 promptly 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 good bargain and caring for the people in her life. She and her husband Dan have been active members at Lebanon Baptist Church in Roswell, GA since 2009. They live in Marietta, Georgia with the youngest two of their five children.