Cindy Herzog

Cindy has been working in finance for over 15 years alongside industry leading companies like Charles Schwab and Royal Alliance. Cindy joined Jacobs Financial Partners in August 2021 as our Administrative Assistant extraordinaire.

Cindy has assisted in the process of helping thousands of clients pursue their financial goals.

She understands the importance and anxieties sometimes present in planning a financial future. With this knowledge, alongside her team, she brings an extra level of care and rigor to set clients on their best path forward.

Cindy lives in Ellington, CT with her husband Bill—a retired police officer with 26 years of service. She loves experimenting with new recipes, staying on top of the latest finance trends, antiquing, and keeping up with her four children spread across Oregon, California, and Connecticut.