Cynthia is Vice President of Advisor Services and has been with the firm since 2009. Cynthia and her team provide our advisors with the resources they need to give their clients an exceptional experience. She is also responsible for overseeing our technology and marketing initiatives as well as continuing to raise the bar on superior service.

Previously, Cynthia was with MetLife and MassMutual in various capacities and was a Regional Business Consultant prior to transitioning to the firm. She attended Scottsdale Community College and Arizona State.

Cynthia is an active philanthropic member of her community who started a non-profit organization, Team Casey, in 2004. More than $250k has been raised in support of pediatric oncology patients at various children’s hospitals in Arizona.

She is originally from Florida and enjoys time with her friends, family, and grown children. She stays active through traveling, running, hiking, and cycling.