Cyndee has been a financial and administrative professional for 27 years. With a background in real estate loan administration, wealth management accounting, and non-profit management, her specific expertise and knowledge is critical to the ongoing operations of Quartz Financial.
While her background brings experience from working at major commercial banks and private schools, Cyndee brings particular insight by her ten years of work on the client side for private family offices. Balancing the skills of accounting, financial services, property purchasing, construction management, global travel, and human resources as well as the day to day management of family activities, Cyndee's experience with client services gives an insight to many things wealthy families need.
"My work in the corporate, non-profit, and private sectors has given me a great appreciation for the global work that goes into the services provided to the clients at Quartz Financial. The needs of wealthy families are often very specific and at times quite complex. I believe that my experience in all 3 areas will help to round out the team that David and Shane built. Quartz continues to be on the cutting edge of services typically only offered to people of extreme wealth."
Cyndee holds a B.A. in English and Education from Central State University, Edmond, Oklahoma with further studies in Accounting, Banking and Human Resources. She continues her duties at Holy Family Catholic School as Business Specialist and, for now, moonlights with Quartz on evenings and weekends.
She is an avid paper crafter and scrap booker. A lover of animals, when Cyndee is not spending time enjoying her family, she enjoys the company of her two miniature schnauzers, Ellie and Eddie, and any animals they befriend.