Cindy joined WealthCharter in March 2022. As a Client Service Specialist, she provides customer service and helps coordinate client needs with the Lead Advisor.
Prior to joining WealthCharter, she earned her accounting degree from Upper Iowa University, passed the CPA exam, and working in the accounting and financial reporting industry for 34 years.
Cindy and her husband Dave, have lived in Ankeny for 34 years and raised their son, Tyler, here. They enjoy fishing, boating, and watching Iowa and Iowa State football games.