Cindy Pappert serves as a Client Associate and manages a wide range of daily client services with a commitment to providing our clients personal and customized service. With experience in the investment industry since 1979, Cindy and fellow associate, Shana Hutchins, work together to provide personal, prompt and confidential client service for each of our clients.
Cindy's client service responsibilities include:
Cindy's client service responsibilities include:
- Receive and answer client account inquiries and service requests
- Receive and direct client account deposits and withdrawals
- Schedule client meetings with the Petredis Investment Advisors team to formulate and update investment plans
- Process client account information changes
- Execute estate processing for client families after a family member death