Wealth Advisor

Cindy initially joined BCWM as a para planner to provide technical support for our lead financial advisors, including data gathering, case design, scenario building and plan development. Promoted to Wealth Advisor in 2014, Cindy joins the wealth advisory team in assisting BCWM clients with their portfolio management and investment planning strategies.

Cindy began her career as a production manager for the world’s top greeting card company, Hallmark. She later served as Director of Quality and Warranty for Carrier Corporation, where she provided oversight in the areas of production and continuous improvement. While with Carrier, Cindy received formal training in production improvement practices, lean leadership and quality improvement philosophies. Previously, Cindy worked at AXA Advisors, where she found her passion for the financial services industry.

Cindy earned her undergraduate degree in business at Baker University in Baldwin City, KS, where she was also a varsity basketball player. She later completed her Master’s in Business Administration from Baker University.

Cindy lives in Lenexa, KS with her husband and two children. She loves to travel, participate in her book club and play sand volleyball. She also volunteers with the American Heritage Girls.

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