Cindy Rottini is currently a Client Service Associate with Chris Stappas' teams. She joined Summit Financial in 2010 as Administrative Assistant. Cindy is a dedicated relationship builder, committed to creating excellent experiences for each of Chris’ clients. She is a problem-solver by nature, which works well in her current role. Cindy uses her many talents to serve our clients, ensuring the smooth implementation of even the most complex investment strategies. Her focus includes onboarding clients, managing daily requests, and responding to ongoing needs in a timely manner. Cindy’s work experience before joining Chris’ team ranges from programmer/analyst to instructor/program director with her local Y, with several years of full-time mom on her resume.
Cindy graduated from William & Mary with a Bachelor of Arts in Economics. She holds both her Series 7 and 66. In her free time, she likes to travel, cook, and do crossword puzzles. She is married to Al, and they have 3 adult children, who are spread around the globe.