Cindy is our Client Service Manager primarily responsible for Bruce’s clients. She takes special care to get to know the needs and interests of these clients so that she can provide personalized support for their ongoing financial needs. Cindy began her financial services career working for Alliance Bernstein Mutual Funds at their home office in Secaucus, NJ and at UBS in Jersey City, NJ. She then moved to the west coast and worked at Cetera Advisor Networks, our broker-dealer.
After relocating to Northern Virginia, Cindy joined VLP and brought with her not only the unique skill set of having worked at our broker-dealer, but also the benefit of having worked along-side many of the same team members with which she communicates today. Her knowledge of their processes has provided valuable continuity and has fostered a strong relationship between our offices.
Cindy is Series 7 Registered and holds Bachelor’s from Rutgers University and is also a Public Notary.
Getting to Know Cindy______________________________________________
Cindy grew up in Bridgewater, NJ and currently resides in Reston with her daughter, Sienna, age 9, and her son, Luca, age 6. She stays very busy with all of their school, sports, and other activities, and is active with Sienna’s Girl Scout troop. She also enjoys running, and continues to challenge herself by signing up for various races throughout the year.
If Cindy Could Meet Anyone Past or Present It Would Be: Her grandfather
Place Cindy Would Most Like to Visit: Tahiti
Favorite Movie: It’s a Wonderful Life
Favorite Food: Indian
Favorite Quote: “Be the change that you wish to see in the world.” ― Mahatma Gandhi
Favorite Holiday: Thanksgiving
Hidden Talent: Remembering lyrics
What Motivates Cindy: Creating a great life for her son and daughter
Something on Cindy’s Bucket List: A European bike tour
Cindy’s Biggest Accomplishment: Running a marathon