Team Profile

At Sequoia, client service is more than a title, it’s our focus. As a Client Service Associate, my work is centered around creating and maintaining the flow of communication between our clients and their service team and ensuring that your service requests are handled efficiently and expertly. Whether I am facilitating a transfer, assisting with documents, or helping to maintain the security of your personal and account information, I am here to help you. My goal is to offer excellence in every encounter, and to build trust with every client relationship.

Professional Accreditations & Education

  • BS in Business Administration from Baldwin Wallace College

Up Close

  • Enjoys swiming, golfing, football, and yoga
  • Loves traveling for family vacations
  • Makes her home in Mentor, OH

Sequoia Financial

Talk to an Advisor

We would love to chat with you about how Sequoia can help you achieve your financial goals.

LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Cindy Zupec | Sequoia Financial Group

Error

The website encountered an unexpected error. Please try again later.