Cindy is the first contact for all clients and visitors to the firm whether in person, phone or email. She enjoys the interaction with clients and making them feel comfortable each visit. Cindy assists all advisors with scheduling client & Investment Company Representative appointments, mailings and changes of address. In addition, she creates and maintains all marketing pieces and is responsible for all forms of advertising. She coordinates and oversees all event and seminar planning. Cindy and her husband Ryan have lived in Baton Rouge for 26 years with their children Ashley and Brent. She enjoys spending time with her first grand daughter, Madelyn, born in March 2014.