Cindi is a managing partner of Bonadio Wealth Advisors, LLC, the statewide financial planning division of The Bonadio Group. She is also co-leader of the Firm’s Estate & Trust Team. With over 30 years of deep tax and financial planning experience, she provides consultative services to a wide variety of clients, further specializing in closely-held business owners. Her unique background in personal and business tax and finance enables her to understand the inherent issues and their effect on the owner’s personal finances.
Cindi was delighted when research found chocolate, wine and coffee all have good health benefits. What a trifecta!