Senior Vice President – Client Services

Cindy has over 22 years of senior level experience in client service and support. She began her career with Sullivan & Serwitz in 1994 as an Executive Assistant; her current position is Senior Vice President of Client Services. Primary among her many duties is assisting clients with the administrative tasks inherent with financial success and implementation of decisions made in client/advisor meetings.


Sam Houston State University, College of Education
Degree: Bachelor of Arts – Teaching (BAT)

Continuing Education:
Toastmasters International's Competent Communicator Award 2015
Toastmasters International's Competent Leader Award 2014
College for Financial Planning, Paraplanner Course Designation: Registered Paraplanner 2001
Retail University, Wells Fargo Bank Bank Compliance Procedures, Products and Services 1992
Anthony’s School of Real Estate License: Realtor Associate 1983

Professional Certifications:
Registered Paraplanner 2001-Present
Notary Public, State of California 1998-Present

Professional Associations:
National Notary Association 1998-Present
Financial Planning Association 2006-Present

Professional Experience:
Senior Vice President of Client Services, Sullivan & Serwitz, Los Altos, CA 1994-Present
Personal Banking Officer, Wells Fargo Bank, Redwood City, CA 1992-1994
Senior Loan Officer, Wells Fargo Bank, Campbell, CA 1988-1992
Loan Officer, Crystal Springs Mortgage Company, San Mateo, CA 1985-1988
Maintenance Record Clerk, Greyhound Bus Lines, San Francisco, CA 1979-1984
Teacher: Second Grade, Houston Independent School District, Houston TX 1975-1976