I am committed to providing individuals, families, and businesses with financial products that meet their needs. As a Financial Advisor I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities.
I keep up with the current insurance and financial product trends and offers outstanding service. I show true concern my clients, and I hope to earn your trust as I help you achieve your goals. I enjoy helping clients and educating them about how the process of financial planning* can improve their lives. I entered the financial services industry to use my passion for numbers to help clients achieve their goals and obtain financial security.
I have been a proud member of National Association of Insurance and Financial Advisors (NAIFA), and in 2014 I was awarded Top Female Advisor and Top 40 under 40 by NAIFA Atlanta Chapter. www.naifa-atlanta.org/
Also, I am a member of Women in Insurance and Financial Services of Atlanta (WIFS), and I have served on the board of WIFS for 2013 and 2014. www.wifs-atlanta.org/
Lastly, I am a long standing member and active on leadership of the Gwinnett Business Network. www.gwinnettbusinessnetwork.com/
I graduated from the University of Georgia with a BBA in Banking & Finance.
As a loving mother of two sons, I have many of the same hopes and aspirations as my clients and I am happy to share with you all the knowledge I have acquired over my 15 years of experience in the financial service industry.
Looking for a financial advisor that is trustworthy and friendly
Cindi D. replied:
I highly recommend https://www.facebook.com/349848941842027 Rachel Wilder, Financial Advisor at Wilder Wealth Strategies LLC She is AMAZING! www.wilderwealthstrategies.com770-730-2120