Cindy's Retirement
We are deeply grateful for the unwavering support and dedication shown by our clients as we celebrate Cindy’s retirement.
We are writing to share some bittersweet news. After decades of dedicated service, Cindy is ready to retire. She has been an invaluable member of our team, contributing significantly to our success and growth.
To celebrate Cindy’s remarkable career and achievements, we have created the attached video.
At the same time, we are excited to introduce our new client associate, Julie Taylor. Julie brings a wealth of experience and a fresh perspective to our team. She is eager to meet and work with each of you, continuing the excellent service and support you have come to expect.
We invite you to join us in wishing Cindy all the best in her future endeavors and welcoming Julie to our team.
Thank you for your continued support.
Michael P. Sofka CFP®, CPFA™
Senior Vice President, Wealth Management
Private Wealth Advisor
C 440.915.1532
Richard A. Sofka CFP®, CPFA™, CRPC™
Senior Vice President, Investments
C 216.212.1296
Cindy Kump
Senior Registered Client Associate
Julie Taylor
Senior Registered Client Associate
