For Cindy, the best part of her job is engaging directly with clients. She enjoys helping them work through financial issues, and coming up with strategies to help them meet their goals and create their legacies. Cindy’s client-centered perspective is how she defines her work at Green Square Capital. She assists clients with financial planning, retirement planning, insurance matters, gifting and estate planning. She also assists with special projects and customized reporting. Prior to Green Square Capital, Cindy was the Director of Trust, SVP, for PNC Wealth Management where she handled compliance, legal matters, complex clients, and business development. Prior to PNC, Cindy was the General Counsel of a local public company, and before that a partner in a large local law firm. Cindy received her law degree from Duke University school of Law and her BA from Northwestern University.
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