Cindi joined our firm in June of 2022. She comes to us with a B.S. in Health & Wellness from UW-Stevens Point and an MBA from UW-Whitewater. With 6 years of experience in corporate wellness and 10+ years in human resources, payroll and business administration, Cindi’s background provides a strong foundation for supporting the firm and the needs of our investment and financial planning clients.
Outside of the office, Cindi is fortunate to spend much of her time with her husband and three children, specifically enjoying watching her children in sports and activities and spending as much time boating on the St. Croix River and area lakes as the Midwest weather will allow.