
Cynthia is a distinguished CERTIFIED FINANCIAL PLANNER™ practitioner that underscores her commitment to excellence in personal financial planning. She is also recognized as a Chartered Retirement Plans Specialist™ and an Accredited Portfolio Management Advisor™, illustrating her expertise in retirement and investment planning. Her professional journey includes significant roles at UBS Financial Services, First Horizon National, and Ameriprise Financial, reflecting over 16 years of industry experience.
Deeply involved in her community, Cynthia contributes to the Habitat for Humanity of Dane County and supports the Foundation for Fighting Blindness through the Vision Walk. Additionally, she is a member of TEMPO Madison, an organization that champions the influence of women in business and beyond.