Cindy Scheffler has been working in the financial services industry since 2004. As a graduate of Salisbury University, Cindy holds a bachelor’s degree in finance and marketing. Before joining GER Loftin, Cindy was the Branch Operations Manager at Katz Zlotnick & Associates where she administered the firm’s individual securities and retirement plan business, including assisting with the transition of new client’s portfolios. Cindy is responsible for on-boarding new clients into Emoney, the leading scalable wealth management platform. She also provides extensive support to James Loftin and George Rall, Jr. by surveying investment strategies to ensure they align with client goals.