Founder & Financial Advisor
Corporate Headquarters- Port Jefferson, Naples, Woodbury, Toms River
Driven. Loyal. Kind. As founder and managing partner of Coastline Wealth Management, Cindy is an integral part of the firm and its history. Clients not only find her easy to talk to, but they discover the reassurance they are searching for in their finances through Cindy’s down-to-earth demeanor. She is an opportunity seeker, with her successful investing experience anchoring the approach of the firm to this day.
Prior to founding Coastline in 2012, Cindy spent 30 years as a tennis professional and is certified in neuromuscular therapy. Cindy actively volunteers for NY Cancer Foundation and is the co-chair for the Raising Hope Golf Classic. Additionally, over the past 20 years she has raised hundreds of thousands of dollars to support research into and treatment of AIDS, and to provide funding for community services for people living with AIDS. Cindy holds a B.A. in psychology from Franklin Pierce University in New Hampshire. She is passionate about working with others and outdoor living including skiing, golf, and cycling.