Cynthia is thrilled to be part of this new endeavor and to have a business partnership with Jacob and David and to have the resources and back-office support to best serve you. She thrives on building relationships, deeply valuing the opportunity to listen and understand her clients’ goals. Her mission is to ensure that they feel heard, taking time to understand their goals, and empowering them to make informed decisions about their financial futures.

As an experienced Investment Advisor Representative of 30 years, she brings a wealth of knowledge and a proven track record to the investment management industry. With expertise in Retirement Planning, Financial Advisory, Mutual Funds, Variable Annuities, Alternative Investment, advanced tax strategies and comprehensive Financial Planning, she is dedicated to helping clients navigate their financial journeys with confidence.