Since 1992, Cynthia has served as Managing Director for Diversified Financial Advisors, LLC overseeing new 401(k) plan installations, employee enrollments & client services. She also acts as the Chief Compliance Officer (CCO) for all operational procedures of our advisory business. All clients have direct access to her experience, and she is always readily available to address their questions.
Cynthia holds FINRA Series 6 and 63 registrations with LPL Financial, is an investment advisory representative with Diversified Financial Advisors, LLC and maintains her life insurance license.