Recently Cindy has earned the Retirement Certified Professional® (RICP®) professional designation from the American College of Financial Services, Bryn Mawr, PA. Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors. Using the most current techniques, RICP®s identify retirement income needs and objectives and evaluate a client’s current situation relative to those goals.
Cindy has also earned the Corporation for Long Term Care Certification (CLTC) as well as the Life Underwriters Training Council Fellow (LUTCF) designation. She holds Series 6, 63 & 65 securities registrations and is an Investment Advisor Representative of Signator Investors, Inc.
Active in her industry, Cindy has been affiliated with the National Association of Insurance and Financial Advisors (NAIFA) throughout her career, including serving as NAIFA Wisconsin President in 2005-2006 and receiving the A. Jack Nussbahm Distinguished Service Award in 2012. She has served on various advisory committees for the Office of the Commissioner of Insurance as well as organizations in her community.
Cindy and her husband Richard enjoy spending time with their children and grandchildren. They reside on Lake Keesus, 25 miles west of Milwaukee.