Previous Experience:

• Investment Management & Analysis: Portfolio analysis, asset allocation, performance reporting, and client presentation for high-net-worth accounts.
• Leadership & Team Management: Managed global teams of 10–100+ analysts, driving operational excellence and compliance.
• Compliance & Risk Management: Subject matter expert in AML/KYC, policy development, and regulatory remediation, including OCC consent orders.
• Strategic Initiatives: Built global onboarding quality control frameworks and contributed to firm-wide asset allocation strategies.

Personal and Professional Path

Cindy Habig was born and raised in Seattle, Washington.  In 1989, she moved to Columbus, Ohio, where she married and started her family.  Cindy began her professional career as a licensed Health, Life, and Disability insurance agent, managing health and disability plans for the Ohio Dental Association before joining JPMorgan Chase (Bank One) in 1991.

Her career at JPMorgan Chase started as an Executive Assistant in the Corporate Audit Department.  She advanced to Risk Analyst, conducting audits within the Investment Management Group, including Operations, Corporate, and Personal Trust.  During this time, Cindy attended and successfully completed Cannon Trust School I.

In 1998, Cindy became Manager of the Investment Performance Reporting group, leading a team of ten analysts responsible for system maintenance, performance attribution, portfolio analysis, and client presentation materials for over 40,000 managed accounts.  Following the 1999 merger of Bank One with JPMorgan Chase, Cindy transitioned in 2002 to Senior Portfolio Analyst within the Business Development/Investment Strategies group.  She analyzed portfolios for prospective clients, constructed asset allocation and product solutions, and served on the Portfolio Construction Committee, maintaining Asset Allocation grids for JPMorgan Private Bank.

In 2007, Cindy became the Executive Director of the Global Client Onboarding Quality Control group and earned her Series 99 FINRA Operations Professional license.  She built and managed a global team of over 100 analysts responsible for quality reviews of Anti-Money Laundering (AML) and Know Your Customer (KYC) documentation, ensuring compliance with the PATRIOT Act and the Bank Secrecy Act.  Cindy became a subject-matter expert in AML/KYC, supporting front-office teams and senior management during internal and OCC audits.

In 2016, Cindy assumed a true compliance role as Global Client Onboarding Controls and Procedures Executive.  She led a team of ten technical writers to create and maintain global AML/KYC policies and procedures and played a key role in managing the action plan to close a firm-wide OCC consent order related to the Bank Secrecy Act/AML.

After retiring from JPMorgan Chase in 2019, Cindy moved to Lolo, Montana, to be closer to family.  In 2020, she joined Glacier Wealth Management as an Client Service Associate, supporting Jamison R. Banna.  She managed client activities, conducted portfolio analyses for financial planning support, prepared compliance reports, managed CRM systems, trained new employees, and coordinated client meetings.

In 2021, Cindy began a two-year program to become an Eden Energy Medicine Certified Practitioner (EEM-CP).  She left Glacier Wealth Management in December 2023 and earned her certification in May 2024.  Cindy launched her own business, Healing Energy for a Better Life, LLC, where she sees clients part-time in Missoula.

In December 2025, Cindy rejoined Glacier Wealth Management part-time to assist Jamison with the Broker Dealer transition and prepare for the company’s expansion.

Cindy has two children: her eldest lives in Austin, Texas, and her son resides in Lolo, Montana.  She enjoys hiking, crafting, and spending time with family.  Cindy loves to travel and has a passion for adventure, including roller coasters, ziplining, and skydiving.

Healing Energy for a Better Life, LLC, Glacier Wealth Management and PlanMember Securities Corporation are independently owned and operated companies.