
Cindy Marion
Cindy Marion, is the Office Coordinator. She has over 22 years of Investment Client Service experience. She has worked for Edward Jones, Raymond James and Merrill Lynch throughout her career.
She handles the daily workflow of the team and is usually the person with whom you will interact with outside investment decisions. She takes pride in getting to know each client individually and making sure that their needs and expectations are addressed to enhance your client experience.
Cindy married her husband, Scott, in the winter of 1995. They reside in Ashville, Ohio with their daughter Hannah. Cindy is very active with Hannah’s travel softball. In her spare time she enjoys baking, cooking, and spending time with her family.