Cindy is the Office Coordinator at RTD Financial. Her role includes managing various aspects of the office environment including communication, organization and administration. She provides direct service and support to clients and her internal partners. This involves scheduling client meetings, maintaining office inventory, greeting clients and answering in-bound calls.
Cindy officially joined the firm as Office Coordinator in February 2024. She previously had a career in Home Lending Operations with JP Morgan for 32 years, advancing to the position of Vice President. After her time at JP Morgan, she spent time at Wells Fargo. This Office Coordinator position at RTD Financial is her “second act” so to speak- from a career perspective. Cindy thoroughly enjoys working with our clients and her internal partners in such an inclusive, fun, and inspiring culture here at RTD.
Cindy resides in Collingswood, New Jersey with her husband John and their dog Stella, while also spending a great deal of time at their home on the Jersey shore. She and John have two sons, who together with their wives each live locally, and Cindy is awaiting the birth of her first grandchild.
Cindy’s favorite things to do include spending quality time with family and friends, particularly at the beach. Cindy loves to travel, garden, and explore the many restaurants, museums, and parks in the city and region.
Getting to know Cindy
What do you enjoy most about working at RTD?
Connecting with this engaging group of energetic and customer-centric professionals. The Leadership team that is client focused and “walks the talk,” is clear on the strategy and provides a great deal of ongoing mentoring and support to achieve those goals.
What is the best piece of advice you’ve received?
I have received a lot of advice, but a favorite is so very true, “Failing to prepare is preparing to Fail”.
What is the most exciting vacation you have taken?
There have been a few and they include Ireland, London, Spain, and Italy- they were all magical trips that I hope to repeat!