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As independent financial planners, we know that understanding our clients’ life goals and family dynamics is absolutely critical to help them plan for their future. We help them understand not only the numbers and financial aspects of their lives, but also guide and support them in navigating their emotions. Each is equally important in building a successful financial plan that provides them with confidence and a sense of financial security..
Cynthia assists our clients in working toward achieving their financial goals and objectives by way of our well thought out client experience that is not just an exercise in “more” but rather is a relationship grounded in wisdom, integrity and maturity. She is responsible for introducing our clients to a level of client service that was previously reserved for Institutional Investors.
Cynthia manages practice operations through a consistent focus on four key ingredients in the client relationship:
1. What are the concerns that keep our clients awake at night worrying about?
2. What are the opportunities that keep our clients awake at night excited about?
3. What are the plans we can help put into place to help our clients sleep peacefully at night?
4. How can we use our business processes to "prevent forest fires" so to speak, bring future opportunities and address concerns brought to the table ahead of times so our clients never lose sleep to begin with?
Through this personal approach, she is able to help her clients gain confidence and seek balance in their lives.
Cynthia brings more than 25 years of experience within the area of financial services to the Mosaic Wealth Consulting team. She uses this knowledge to assist Niki and Mindy in creating and implementing comprehensive financial plans that help our clients toward pursuing their dreams. By way of Continuing Education and her perpetual focus on having the knowledge and tools to provide pinnacle service to clients at every stage of their lives,Cynthia currently holds the FINRA Series 7 (General Securities) and Series 63 (Uniform Securities Agent State Law) with Lincoln Financial Advisors, Pennsylvania Insurance (Life, Accident, Health and Annuities) License, has earned the Registered Para Planner and Certified Retirement Planning Consultant designations(CRPC®). Currently, Cynthia is pursuing additional education by studying for her Life Underwriter Training Council Fellow (LUTCF) designation. Cyndy graduated from Indiana University of Pennsylvania with a Bachelor of Science in Education.
Cynthia and her family reside in Collier Township where they enjoy many sporting activities.