Cindy DeGulis is an experienced client services and administrative professional with more than 25 years of experience supporting retirement plan consulting, wealth management, and sales organizations. Her experience includes serving as Client Services Liaison for a defined contribution retirement plan consulting firm, managing project-based retirement plan advisor searches and benchmarking engagements. She guided C-level retirement plan committees through the request for proposal (RFP) process, developed customized questionnaires and timelines, coordinated communications with advisors, analyzed proposals, prepared detailed reports, and supported interview and decision-making processes. Her work helped clients streamline the selection process, reduce plan fees, and enhance services for employers and participants.
Born and raised in Pennsylvania, Cindy lives with her husband, Anthony. She has two daughters, Danielle, a teacher, and Alyson, a veterinary student at Ross University School of Veterinary Medicine, and a grandson, Carter. Outside of her professional work, Cindy is passionate about animal rescue and enjoys spending her free time practicing yoga and playing golf.
