Introduction

With an extensive background in providing high-level administrative support, Cindy Gresham brings an effective balance of communication and organization to her role as the Executive Assistant to the Senior Managing Director and the Wealth Advisor team. Additionally, Cindy oversees and provides direction to our courier and receptionist to ensure that both internal and outside operational support functions are always being met. As a member of the Operations team, Cindy assists in achieving our company’s objectives with her ability to recognize quick and creative problem-solving solutions, as well as ways to improve and enhance our operational processes.