Cindy is our Director of First Impressions and she is the smile behind every client experience. An expert in the work/life balance, Cindy not only manages all of the paperwork that is required when executing a financial plan, but she’s become a counselor of a variety of needs. You’ll be pleasantly surprised at the real world answers she will give you. If you have a question, comment or need something in a hurry she’s always the best place to start.

Cindy is married to her wonderful husband Ken, a pilot for American Airlines, and they have two children that are the pride and joy of their lives. Steve is a student at Texas A&M, and Madison is a Southlake Carroll Dragon Emerald Belle.