Cindi is a Partner within the Firm’s Tax Service Line and a co-leader of the Firm’s Estate and Trust Team. With over 30 years of deep tax and financial planning experience, she provides consultative services to a wide variety of clients, further specializing in closely held business owners. Her unique personal and business tax and finance background enables her to understand the inherent issues and their effect on the owner’s finances.
Cindi was delighted when research found that chocolate, wine, and coffee all have health benefits. What a trifecta!
