Meet Cindy Tavera

Accounts & Transfers Coordinator

ABOUT CINDY

Cindy brings 20+ years in the insurance industry and joined Illuminate Financial Group in 2022. As the Accounts and Transfers Coordinator, she works closely with clients, advisors, and staff to facilitate smooth investment and transactions, ensuring an exceptional client experience. She takes pride in assisting clients with various transactions and enjoys working together to smoothly navigate situations, ensuring everything is completed efficiently and meets all compliance standards. Her passion for our mission and her consistently positive attitude is truly infectious.

In her free time, Cindy enjoys expressing her creativity through art, relaxing with an audiobook, and cherishing moments with her family.

When to Call Cindy:

• New Business Applications questions or concerns
• To initiate or inquire about rollovers from another financial institution
• New Life insurance application and existing policy updates