Financial Planning Consultant
Cindy is a Financial Planning Consultant in the Wealth Solutions Group for Waddell & Reed, Inc. (WRI), a wealth management firm located in Shawnee Mission, KS. In her role, Cindy contributes to the growth of our advisor practices through support services that build and supplement their capacity to deliver a comprehensive client planning experience. Cindy’s enthusiasm for financial planning stems from her consulting past as she approaches each client’s plan as a “roadmap” for their success.
After a mid-life career change in 2009 from consulting with Accenture, Cindy is now an 9-year veteran of the Financial Services Industry. She joined WRI in September 2016 as a member of the Advanced Sales Team. Prior to WRI, Cindy worked as a Financial Planner for a RIA and a BOA for a Broker-Dealer.
Cindy earned her degree in Business Administration from the University of Missouri-Kansas City where she was also a founding chapter member of the Delta Sigma Pi Professional Business Fraternity. Cindy holds the Series 6, 63, 65 & 7 Security Licenses and Life & Health Insurance License. She’s a member of the Greater Kansas City Chapter of the Financial Planning Association.
Cindy resides in the Kansas City area in a lake community with her daughter, Ali, and enjoys involvement in Ali’s sports and Girl Scout activities. She is an avid traveler and has visited Australia, Central America and Europe, to name a few, and looks forward to Ali having the same opportunity for exposure to other cultures.
Waddell & Reed is not affiliated with any other entities referenced.