“It’s rewarding to see clients achieve their retirement goals when we implement their financial plan recommendations and help them monitor their investments.”
Cindy joined Millennium in 2004, and over the next several years took on a variety of responsibilities in client services and client data management. In 2008, she began working with Millennium's trading team and in 2017 she was promoted to Director of Trading. In 2020, she transitioned to serve as our Director of Client Services where she oversees all aspects of our Client Services and Financial Planning teams. Cindy holds a Series 65 securities license.