Cindy oversees the day-to-day operations at T.M. Wealth Management, creating the systems and processes that help ensure a seamless experience for clients and advisors. With experience spanning wealth management operations, client service, and international tax, she brings a broad perspective to the firm. Her background includes roles with HSBC Bank and one of the nation's largest registered investment advisory firms, where she developed expertise in both the financial and tax industries. A graduate of George Mason University, Cindy holds a B.A. in Communications with a minor in Business Marketing. She is bilingual in English and Portuguese and is passionate about mentoring team members as they grow professionally. Outside of the office, Cindy enjoys exploring art history, discovering new coffee shops, and planning her next travel adventure.