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Cynthia Anslow

Cynthia Anslow

Client Experience & Service Lead - Clifton Park, NY

518.357.3858

cynthia@holisticwealthadvisors.com

Cynthia Anslow is a Client Experience & Service Lead for Holistic Wealth Advisors. Cynthia joined Holistic Wealth Advisors in 2012. In her role, she helps coordinate client appointments and organizes back-office operations. She is responsible for creating a welcoming and professional client experience by providing attentive client service.

Cynthia’s role is critical in helping our new and existing clients establish, maintain and service their accounts under our care. She is the lead point of contact for questions related to paperwork, account transfers, contributions and withdrawals. She provides personalized operational support for the advisors and strives to enhance client relationships with exceptional service.

After a ten-year career with Rensselaer Polytechnic Institute with their Public Safety Department, Cynthia earned her Associate's Degree from Hudson Valley Community College in Criminal Justice.

She resides in Clifton Park with her husband Steve and their two children.