In 2010, Cindee sold her Microsoft consulting business to a regional CPA firm and began working in the office with Larry. She maintains a license in both health and life insurance. Cindee’s main functions are accounting, payroll and working with the team on company strategy and direction. Her passion is helping clients understand and utilize the many options available to them when working with SFA Wealth Management. She’s been instrumental in establishing company processes and procedures as well as standardizing planning templates.
In 2016, Cindee began working part time from home. She occasionally fills in at the office and is always involved with planning and coordinating annual client social events. Cindee has been married to Larry since 1998. In her down time, she is the primary caregiver to their spoiled Bichon pups, Wilson and Maggie. |