Cindy is a Co-Founder of Proactive Wealth Strategies, LLC. She is an Investment Advisor Representative and Registered Representative with LPL Financial. She has been practicing Financial Planning for 17 years. She has her Series 7, 63 and 65 Securities Registrations through LPL Financial, as well her state Life and Health Insurance licenses. She is a member of the Financial Planning Association and a graduate of Eastern Michigan University. Cindy has been identified as one of Atlanta Magazine’s Top 50 Wealth Managers since 2009.
Cindy’s interpersonal skills and ability to establish relationships, enable her to understand clients’ needs and explain complex information simply and clearly, so they can make informed financial decision for themselves, and their family.
She works from our office in Marietta, Georgia and resides in Roswell. Her daughter, Molly, lives in Texas with her husband and Cindy’s grand-daughter, Parker Jeune (PJ).