With close to 20 years of experience in financial services and planning, Cindy is dedicated to empowering professional, successful women and their families in their financial futures.

As a CERTIFIED FINANCIAL PLANNER^® professional and securities advisor, Cindy addresses the unique needs that women have when it comes to working with a financial advisor. Ensuring women feel seen and heard and wake up each morning confident in their financial futures—that’s what she believes in and wants to achieve with clients.  

Beyond the world of finance, Cindy finds joy in her three kids and their families, her husband Terry, and her goofy dogs. Her proudest accomplishment is raising a family of accomplished, caring, and financially savvy individuals. 

When Cindy’s not empowering amazing women and being inspired by Taylor Swift, she is listening to one of any number of podcasts and loves to read. She’s a lifelong learner and is always looking to grow her depth and breadth of knowledge on a wide variety of topics.   

Cindy’s approach to working with clients is simple—build a connection, create a foundation of trust, and the rest will follow.

Empowering women through financial planning isn't just about securing their future; it's about building a legacy of strength, security, and prosperity for generations to come.

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In her early 40s, Shauna took a bold leap—shifting gears from a role as National Director in Communications to become a financial advisor. And with a personality made for building connections and communicating with empathy and understanding, she smoothly transitioned her skills from communications to finance.

In a space where women often don’t feel seen and heard, she and Cindy are here to create the most financially empowered generation of women this country has ever seen through their Path to Prosperity Blueprint. 

And let’s be clear, a meeting with Shauna isn’t just about the numbers. She will get to know you, your goals and dreams, your thoughts around money and how your childhood shaped your relationship with your finances.

Cuddling her dogs with a good book, spending time with her partner Mark over a long dinner, and having lots of laughs with her sisters and girlfriends fills Shauna’s cup to overflowing. 

When it comes to finding your ideal financial advisor, Shauna believes strongly that you need to build from a foundation of trust and respect. From there, the connections, the laughs, and the lifelong relationships really do grow.

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