As Vice President of Family Office Services at Legacy Bridge, Cindy works hand-in-hand with families to organize their financial structure, coordinate professional service providers and manage their everyday needs. Her ability to understand a family’s current and future goals allows Cindy to provide them with peace of mind — as well as valuable time to truly enjoy their lives.
Prior to joining Legacy Bridge in 2016, Cindy served as a Sr. Fiduciary Advisory Specialist and Relationship Manager at Wells Fargo Private Bank for nearly 30 years. During that time, Cindy worked with numerous multi-generational families and met with them and their attorneys and CPAs quarterly to create financial plans that helped them meet their goals. She also reviewed critical legal documents to ensure that each family was well protected.
Cindy began her career after attending the University of Northern Iowa and graduating from Cannon Financial Trust School. Her previous experience includes developing valuable skills at Brenton Banks as a Trust Officer and working for 10 years with Hawkeye Bank & Trust as a Trust Administrator. In 2010, Cindy became a Certified Trust and Financial Advisor.
In addition to her many years developing relationships in the professional world, Cindy also values her membership in PEO International Sisterhood and the Madison County Women’s Giving Circle, an organization that supports local projects for women and children.
Cindy grew up in Des Moines, IA, with two sisters and three brothers. She is now embracing her role as a grandmother of four. However, she still makes time to get out of the office to enjoy nature and ride her horses.
“Everyone at Legacy Bridge is very close. We trust and respect each other and we aim to earn the trust and respect of each Legacy Bridge family. We are focused on doing what is right for each family we work with.”