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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