Client Services

Client Services + We welcome you to reach out to us by clicking the email link in the Contact Us section.
	Cynthia Sims Client Service Associate and Communications Manager Cynthia joined Rinehart Wealth Management in October 2014. As Client Service Associate and Communications Manager, Cynthia assists with the financial planning process as well as handling the daily operations of the firm. She serves as the first point of contact for clients and manages the firm’s marketing and business development initiatives. Cynthia graduated from Ohio University with a BS in Journalism, specializing in public relations. She has a J.D. from Case Western Reserve University School of Law. She has been active in the community while raising her three daughters, including various volunteer positions at Selwyn Elementary, Alexander Graham Middle School and Myers Park High School. She is a member of Myers Park United Methodist Church.

	Lorri Tomlin, RP® Wealth Associate Lorri joined Rinehart Wealth Management in October 2011. As Paraplanner (RP®) and Wealth Associate, Lorri assists the Financial Advisors with the financial planning process as well as the daily work related to the management of client accounts. She has a long history of client service experience and enjoys getting to know clients and their families while helping them with their account needs. Lorri is a Charlotte native and attended UNC-Chapel Hill and Queens University. She is a member of St. Gabriel Catholic Church.