Cindy is widely respected for her holistic and advocacy-oriented approach to financial planning - one that gives due consideration to her clients' values, not just their valuations. This integrated, highly personalized working style is complemented by Cindy’s keen eye for details and commitment to financial plan implementation and maintenance.

Another distinguishing characteristic of Cindy's practice is Sagemark Consulting, a division of Lincoln Financial Advisors, a leading financial planning firm. This relationship provides Cindy and her clients with the support of a prominent financial services company and access to its wealth of intellectual capital in the form of experience, expertise, and technical knowledge.

In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Advisor Representative, and a Registered Representative of Sagemark Consulting, Cindy is a member of The Resource Group and Private Wealth Services, two of Sagemark's most exclusive professional networks.

Cindy previously served as the Director of Financial and Investment Planning at Padgett Financial Services, LLC, an Independent Financial Planner at Intervest International Equities Corporation, and a board member of the Financial Planning Association (San Antonio and South Central Texas Chapter). Cindy graduated magna cum laude from MacMurray College in Illinois.