What do you like most about being part of O'Brien?
I spent a lot of my career working at organizations where I felt I was not passionate about my work. Here at O’Brien there is a completely different sense of community. I find collaborating with my talented teammates to work with our wonderful clients gives me a purpose that I was missing before.
Can you share one secret to success that has been helpful to you in your career?
Inevitably, life hands you the unexpected. There are things that you can control and things that you just can’t. Sometimes when these twists and turns happen, the best thing to do is to put your head down and just keep going. A positive situation may be just around the corner.
If wealth management were an ocean, what kind of creature would you be?
In the ocean of wealth management I would be a Porpoise. I’m always open to new ideas and am highly adaptable. My advanced sonar gives me the advantage of hearing and detecting things around me with precision. This is extremely helpful when working with clients to obtain their dreams and goals.
What would your co-workers say is your superpower?
My empathic-psychic connection is my superpower. The ability to sense what someone else is feeling and going through. Then being able to help them work through it. I also help people sift through the negative to find the positive.
You're a new addition to the crayon box, what color would you be?
Grandma Julia Blue. The exact shade of my Grandmother’s eyes. Thinking about her brings back such happy memories. Choosing this color reminds me to treasure happy times and not let obstacles get in the way.
Cindy joined O’Brien Wealth Partners in March 2006. Prior to joining O’Brien Cindy was a Vice President at Fidelity Investments, where she was a relationship manager for large corporate clients. In addition to her role as an O’Brien Advisor, she is our Chief Compliance Officer and a member of the O’Brien Investment Committee. Cindy is a Certified Financial Planner™ and an Accredited Estate Planner®.
Cindy holds an MBA from the University of Minnesota and a BA in Economics from Carleton College. Cindy lives in Cohasset with her husband Mike, and enjoys yoga, along with reading and walking the coastline and woods of the South Shore.