Cyndi Cross

When I joined Cornerstone Wealth in 2008, I never imagined how deeply this journey would shape my career and passion for helping others. Starting in an administrative role, I quickly transitioned into operations, client services, and now serve as Senior Manager, where I work closely with our advisors, client services, and operations teams. Every day, I’m driven to ensure that every client interaction is seamless and that our team has the tools to deliver the exceptional service Cornerstone Wealth is known for.

Before finding my home here, I developed a unique skill set through diverse roles, including mortgage lending, international trading, and account management in both the metals and architectural industries. These experiences taught me the importance of collaboration, problem-solving, and precision – skills I draw on daily to support our clients and Private Wealth Group. My background in psychology from California State University has also fueled my passion for fostering meaningful relationships and helping others achieve clarity and confidence in their financial plans.

Outside the office, I’m deeply involved in my community through the Pursuit Church, where I serve on the First Time Guest Team. Whether at work or in my personal life, I find joy in creating connections, lending a hand, and being a steady source of support. At Cornerstone Wealth, I’m proud to play a part in helping clients protect their legacies and build a secure financial future.