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Cindy is the Tax Manager for Pendleton Square Trust Company, LLC, and works from its Nashville office. She is a Certified Public Accounting (CPA) and Personal Financial Specialist (PFS), with deep experience in tax and high net worth planning. In her role, Cindy serves as the senior tax resource to the Trust and Estate teams and manages the tax compliance process in coordination with outside CPA partners.
Prior to joining Pendleton Square, Cindy worked in public accounting for forty years, the majority of those with LBMC in Brentwood, TN. Prior to her retirement from LBMC, Cindy led the firm’s High Net Worth practice for over ten years and was the co-leader of the firm’s Tax Practice for three years. Cindy was a founder of the firm’s Women’s Leadership Initiative.
Cindy has been actively involved with non-profits for three decades, currently serving as on the Allocations Committee for United Way of Greater Nashville and Treasurer of the Williamson County Long-Term Recovery Committee. Cindy is a member of the Estate Planning Council of Middle Tennessee, the Tennessee State Society of Certified Public Accountants, and the Association for International Certified Professional Accountants. She lives in Goodlettsville, TN with her husband, where they spend time with their daughter and new grandson.