Client Associate
Cindy is service-oriented, attentive, and caring. She has over 30 years of industry experience and is passionate about helping clients. Her goal is to always treat you as her top priority, and work diligently to quickly attend to your needs. She takes pride in building trusted relationships with every client at Inspired Wealth Management.
Cindy serves as the point person to help clients with new accounts, asset transfers, online access, navigating statements, and all other administrative account issues. She's committed to providing the highest level of service.
In her free time, Cindy loves spending time with her amazing daughter and her three pups.
Client Associate
Cindy is service-oriented, attentive, and caring. She has over 30 years of industry experience and is passionate about helping clients. Her goal is to always treat you as her top priority, and work diligently to quickly attend to your needs. She takes pride in building trusted relationships with every client at Inspired Wealth Management.
Cindy serves as the point person to help clients with new accounts, asset transfers, online access, navigating statements, and all other administrative account issues. She's committed to providing the highest level of service.
In her free time, Cindy loves spending time with her amazing daughter and her three pups.
Wealth Planning Associate
Connor is a dedicated wealth management professional who specializes in financial planning. Recently entering the industry, he is committed to helping clients achieve their financial goals by providing personalized strategies and expert guidance. With a strong foundation in financial planning, Connor is passionate about building long-term relationships and delivering tailored solutions to meet each client’s unique needs.
After growing up in the Dallas and Northwest Chicago areas, Connor graduated from Colorado State University where he majored in finance and financial planning. In his free time, you can find him running, golfing, hiking, and skiing.
Wealth Planning Associate
Connor is a dedicated wealth management professional who specializes in financial planning. Recently entering the industry, he is committed to helping clients achieve their financial goals by providing personalized strategies and expert guidance. With a strong foundation in financial planning, Connor is passionate about building long-term relationships and delivering tailored solutions to meet each client’s unique needs.
After growing up in the Dallas and Northwest Chicago areas, Connor graduated from Colorado State University where he majored in finance and financial planning. In his free time, you can find him running, golfing, hiking, and skiing.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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