Cindy joined Homrich Berg as a Director in June 2022. In this role, she provides investment strategy and financial planning services to individuals and families aiming to optimize their wealth accumulation and preservation. Cindy also navigates complex financial landscapes, offering advice on investments, tax planning, and estate management to help clients achieve their financial goals. In addition to serving clients, Cindy is the current President and Founding Member of the Homrich Berg Toastmasters Club, the current President of the HB Women’s Leadership Network, and a member of the HB DEI committee.
Before HB, Cindy spent nearly 15 years with Wealth Enhancement Group/JOYN. She started her career with RBC Dain Rauscher in 2004.
Cindy earned her Bachelor’s degree from the University of Southern California and an MBA with a Finance emphasis from Pepperdine University. In 2012 she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Since starting as an advisor, she has also been awarded the Five Star Professional award five times.
Outside of work, Cindy can be found with her husband, two dogs, four kids, and two grandchildren usually on some type of court or field. Even with a busy work and family life, she has found time to volunteer as a soccer coach, Girl Scout leader, and member of the PTO. When sports aren’t in full swing, Cindy likes to travel and tackle the occasional home improvement project (preferably one that requires power tools).