About Cyndi
For Cyndi, caring for people has always been at the heart of what she does. With more than 20 years of experience supporting financial advisors and their clients, she has built lasting relationships by being someone clients can turn to, whether they have an important question, need help navigating paperwork, or simply need a familiar and friendly face. She believes that exceptional service is about more than getting things done, it’s about making people feel valued, understood, and taken care of.
At Cypress Bay Wealth, Cyndi helps keep the many details of a client’s financial life organized and moving forward. She enjoys getting to know clients and their families and takes pride in making their experience as easy and seamless as possible. Her genuine warmth and willingness to help have made her a trusted part of the client experience, and she considers it a privilege to be part of their lives over the years.
Outside of work, Cyndi’s greatest joy comes from the people and experiences that fill her life. She loves spending time with her grandchildren, crafting, playing games, traveling, and enjoying the outdoors. She can often be found sharing coffee with friends, dancing Shag or Ballroom, or taking a walk with her two beloved dogs.
Cyndi believes life is meant to be enjoyed and that every day brings an opportunity to make meaningful connections and create memories. She brings that same spirit to her work, finding fulfillment in helping others and being part of a team that is committed to caring for the families it serves.
