Operations Manager

Cindy joined our team in July 2020 and quickly advanced to Operations Manager in January 2023. She has brought great value to our team with her many talents and willingness to learn in different areas. In addition to Client Services, Human Resources and Operations, Cindy assists with our website and design needs. Most impressive, she taught herself video production and editing, and produces Travis’ finance education YouTube videos in-house.

Cindy was born in Hawaii and has lived on Oahu her entire life. She travels to see friends and family in American Samoa and on the US mainland. Prior to a career change to financial services, Cindy had extensive work experience in printing, as well as in social work, which was her major in college. Outside of the office, she enjoys being outdoors, reading, writing, and connecting with friends and family. She is a talented artist and writer who is currently working on fiction stories for several age groups.

Educational Background: 

Bachelor of Social Work, Myron B. Thompson School of Social Work, University of Hawaii at Manoa, Honolulu, Hawaii 

Get to know our team! Questions & Answers 

What got you started with a career in financial services?

After a long career in a different industry, I found myself under-employed during the pandemic. Christina and I have been close friends for our entire adult lives. She approached me for help during a difficult time when the company was going through a major transition. Entering a new field has been quite a challenge; however, I enjoy learning and understand the importance of financial education and planning. I have been inspired by observing how our advisers guide clients through important financial concerns and at times, tough circumstances. I am touched by the care they demonstrate for our clients. 

What motivates you to do your best every day? 

I believe that everyone matters and needs healthy relationships. I am intentional about self-care, so I can be the best version of myself with others. 

What is something you look forward to experiencing in the future? 

To serve, in some capacity, our island’s growing population experiencing housing insecurity. 

What is one thing you wish everyone knew about money? 

I wish everyone would start an emergency fund and contribute to a company retirement account, especially if their employer provides a match.

What is a movie you enjoyed?

A movie I surprisingly enjoyed was Under the Boardwalk: The Monopoly Story (2010). I like origin stories. This documentary examined the roots of the board game Monopoly, which I played as a child. I was inspired to research some things they mentioned, like the real-life individual whom Mr. Monopoly was modeled upon. I gained a different perspective on what I thought was just a game.