Licenses and registrations held: FINRA Series 7, 63 registration & Notary Public.
Cindi started in the securities industry in 1993, but prior to that she worked at the corporate office of Waffle House in Franchise and Accounting. She started out as a sales assistant and began training in operations in 1996 where she became the Operations Manager. Cindi has always enjoyed the finance side of business so in 2001 when she was approached by Scott to join PCM the answer was obvious. Her driving factor for joining this brand-new business was the clients. She knew without a doubt that in a smaller company clients would be more than just a number. Today Cindi is a key contact for Scott’s clients and PCM operations. She ensures the needs of clients are met and their investment business is processed and serviced in a professional timely fashion. If you have any questions about your account Cindi is your go to!