"It is a beautiful thing when a career and passion come together". Living my passion as a financial advisor since 2009.
As a boutique-style financial advisor, I pride myself on the relationships I build with my clients. These relationships go far beyond simply investing for the future. I believe in creating customized portfolios that meet each individual's personal goals and ambitions. Providing timely and relevant investment advice, partnered with financial education, gives my clients a better understanding of their financial progress. Although I work with men and women of all ages and life stages, I do have a niche focus on the unique financial needs of women.
In my personal life, I love spending time with my family and my dogs, going to Blues hockey games, serving my community, and travelling as much as possible.
I would enjoy the opportunity to build a relationship with you!
Cindy Whitman, AAMS