As Chief Operations Officer at LOFTIN Wealth Partners, Cindy ensures the smooth day-to-day operations of the firm. She oversees client onboarding, supports ongoing client relationships, and manages annual reporting and compliance. Working closely with James Loftin, Cindy plays a key role in driving the firm’s success and operational efficiency.
Before joining LOFTIN Wealth Partners, Cindy was the Branch Operations Manager at a leading New York firm, where she managed individual securities and retirement plan business, supporting complex client transitions with a focus on exceptional service. With nearly 20 years of experience in financial services, Cindy is dedicated to delivering operational excellence and a seamless experience for every client.
Originally from New York, Cindy earned her bachelor’s degree in Finance and Marketing from Salisbury University in Maryland. In 2018, she and her family relocated to Suwanee, Georgia, where they enjoy spending time at local ball fields and tennis courts.