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Meet Our Team

Gayle D. Baker

Client Services Manager

Gayle has served as Cindy’s Client Services Manager for the past six years, assisting her in developing comprehensive financial plans for her clients.  She assists Cindy in all phases of the planning process, including initial data gathering, data analysis, preparing the plan for client presentation, implementation, as well as assisting in preparation for Cindy’s periodic reviews.

  • University of North Carolina at Chapel Hill – BA Journalism
  • Six years of experience in the financial services industry in client services