CINDY VINER

Folks often reach out to me when they’ve experienced a life changing event. Whether it be the loss of a family member or loved one, retirement, divorce, a move…they’re looking for guidance from someone they know has their best interests at heart.

Wherever you’re at right now, I get it. Having experienced unexpected personal and professional changes during my lifetime, I understand you, I’m here for you and I can tell you something: it’s not about where you thought you’d be or even where you are right now, it’s about building a strong financial plan for a secure future going forward.

This is exactly what I offer clients, coupled with plain, simple conversation to help navigate your path and realize your financial goals.

I’ve spent the last 15 years in all areas of wealth management, from building and managing a full wealth offering for a local credit union (nearly tripling the size of their business), to managing their largest client accounts. I spent years learning from respected senior advisors to then mentoring new advisors myself.

This experience gave me the ability to look beyond the cookie cutter answer and creatively think outside the box to offer clients the most options and the BEST options for their unique situation.

I believe in a one-on-one approach with clients, so I invite you to call me directly at 902-837-6002. No go between, no automated directories. Just an honest conversation between us, figuring out the next steps together.