Administrative Coordinator & Special Events
Cindy joined Comprehensive Strategies as an Executive Associate in 2010. She brings a strong presence and multiple skill levels to our firm. Her smart business practices, organizational skills and professional work ethic complete our team and strengthen internal operations to continually provide superior and efficient service to a high volume of clients. She compliments our team with her individuality and style. Her attention to detail is essential in our industry and we value her fresh and innovative ideas that keep Comprehensive Strategies operating within the highest standards as one of the leaders in the Financial Planning business.
Cindy provides administrative and technical support for the team in both the Sandwich, MA and Charleston, SC locations. She maintains the firm’s client retention system and provides technical support for our wealth management viewing platforms. Cindy aggregates and organizes data for client relations, prepares marketing proposals, coordinates client events and assists with the management of day to day operations.
Cindy is the mother to two sons and resides in the village of Sandwich, MA with her husband, Joe.