Client Services

Cindy supports the firm’s private client investment consultants in all areas of account administration and client service. She is also a member of the firm’s Engagement Council. Cindy joined Fiduciary Investment Advisors, LLC in 2013, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Cindy worked for an independent broker as the office manager/registered assistant where she held multiple securities licenses as well as her insurance brokers license in life, health and annuities. She received a BA from Western New England University and enjoys volunteering and coaching, tennis, golf and spending time with family and friends.

Mackenzie supports the firm’s institutional investment consultants in all areas of account administration and client service. She joined Fiduciary Investment Advisors, LLC in 2019, which combined with Fiducient Advisors in 2020. Mackenzie received a BA from Central Connecticut State University. Her personal interests include writing, reading and teaching dance.

As a Senior Manager, Sandra oversees The Wealth Office® Client Service Associates and collaborates with the Director of Client Services to ensure and maintain a high standard of care for our clients. Prior to joining the firm in 2017, Sandra worked at Graystone Consulting and Morgan Stanley Wealth Management as a Client Service Associate. She graduated from DePaul University with a BS in Marketing. In her free time, Sandra enjoys going to the gym, spending time outdoors and caring for her plants.

Felicia is responsible for supporting the operations of the firm’s Institutional OCIO/Discretionary Practice in the areas of account administration, client servicing and trading. Felicia joined Fiduciary Investment Advisors, LLC in 2015, which combined with Fiducient Advisors in 2020. Prior to joining the firm, she was employed by Medical Risk Managers as an RFP Coordinator and Rating Specialist. Felicia received an AA from Holyoke Community College. She enjoys traveling, kayaking and spending time with her family and her dog.

Janki supports The Wealth Office® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2021, Janki was a branch office administrator at Edward Jones. She graduated with an Associates in Business Administration from Manchester Community College and is currently pursuing her Bachelor’s degree. In her free time, she enjoys traveling and exploring different parts of the world, cooking and spending time with her two children.