Cindy has been with the firm since 1998. She has more than 20 years of experience in public accounting, focusing on employee benefit plan compliance services.
Cindy concentrates on 401(k) and profit sharing plans for businesses ranging in size from the one man operation to an employer with hundreds of employees. She consults with clients on plan design and provides on-going assistance with the administration of the plan. Cindy provides both accounting services and compliance services for the plans. She focuses on daily valuation products, with a variety of investment platforms, and traditional balance forward plans.