Cindy provides personalized sales support to RetireOne’s partner advisors, as well as to several turnkey asset management programs.
Having worked with Registered Investment Advisors for over 16 years, Cindy comes to RetireOne from the Advisor Resources team at AEGON/Transamerica. During her career with RIAs, she has provided fee-based advisors with tailored services and support of no-load investment options for their clients, including variable annuities, mutual funds and separate accounts.
She is Series 6 and 63 licensed and insurance licensed in all states. Cindy holds Kentucky insurance license #363452.
Check the background of Cindy on FINRA’s BrokerCheck.
Learn how our experts can help you with insurance + annuity offerings and bring annuity assets under your management...potentially saving your clients thousands in first-year fees alone.