Our Director of Client Operations, Cindy Glenn, has a wide range of industry experience, including her role at WMA since 1999. Her focus on client communication and delivery of superior customer service is essential to the client experience. Cindy ensures that all client services are executed on time and with utmost accuracy, including the establishment and maintenance of client accounts; compilation and completion of client, custodian and firm documentation; execution of client tasks such as asset transfers, trading, report preparation and completing charitable gifts. Cindy lives in Lenexa, Kansas with her husband and has three grown sons.
Free Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.