Cindy Mount

Cindy is responsible for new and ongoing relationships with clients and managing several large, complex personal insurance accounts. She specializes in high-net-worth and complex personal insurance portfolios. Among her clients are c-suite executives, business owners, and other highly successful individuals and families. She works with her clients and insurance companies to ensure that their personal insurance policies are kept up to date with their life changes and meet all of their needs. She works in tandem with other estate planning professionals as a risk adviser to clients in order to be proactive, rather than reactive, in protecting their current and future assets. Cindy has over 30 years of experience in the insurance industry, specializing in personal insurance solutions. She is adept at finding the correct insurance for each client’s unique needs.