Cindy is our Wealth Management Coordinator, having joined our firm in November 2024.  She brings over 30 years of business experience with her.  On a day-to-day basis, Cindy focuses on client service.  Her responsibilities include guiding the wealth management operations of AW Parker, PC in marketing, client services, establishing and maintaining client accounts and information systems, internal reporting, and is a liaison between Avantax and our clients.

Cindy hold a Bachelor of Science degree in Business Management from Fitchburg University. She is a lifelong resident of Massachusetts, recently moved to Florida.  She enjoys spending time with her family.