A nationally acclaimed wealth manager, Cindy has been recognized by Worth magazine since 1998 and in ten out of the last eleven years she has been on Worth’s list of the “Top Financial Advisors”. She has both chaired and presented at national financial planning conferences. She has been quoted in numerous magazines including U.S. News and World Report, Newsweek (Jane Bryant Quinn’s column), Journal of Financial Planning, Journal of Accountancy, Financial Planning Magazine, and many more.
Highly qualified, Cindy has a B.S. in Accounting and an MBA from University of Arkansas – Little Rock. She has also attained her CPA and CFP® designations.
Cindy has two adult children, Cici and Scott, as well as a granddaughter, Kiera. Cindy is a gourmet cook and enjoys cats and travel. You can also visit her on LinkedIn.
As an experienced financial planner, Abigail provides valuable project support to Cindy and clients. Some of her responsibilities include maintaining the blog and special client and business projects.
A graduate from Purdue University’s Financial Counseling and Planning program, Abigail has a strong background in the core concepts and theory of financial planning. Her previous experience at a commission-based financial planning firm has given her a unique perspective on the state of the industry and client care. Visit Abigail at LinkedIn and Twitter.
A woman of many talents, Melissa is responsible for keeping the office working smoothly. Melissa’s cool head and extensive experience in office management keeps the pipline going strong. Melissa’s skills range widely, from client information management to keeping the plants lush and vibrant.
A graduate of 1993 from University of Arkansas with a Bachelor of Science in Applied Mathematics, Melissa has a solid foundation in mathematical theory which carries over in her day-to-day duties as she maintains the investment database and manages workflow.
Originally from Lake Jackson, Texas, Melissa is an avid reader and loves to travel with her husband, Andrew.
A hound of many skills, Roxy is renowned for her empathy and kindness to clients and visitors. Her responsibilities include: being adorable, keeping the carpets clean, and warming laps on an as-needed basis. Her favorite hobbies include eating human food and turning left. You can follow her on Facebook.