Cindy started her business with a major San Antonio, Texas accounting firm in which she was the director for financial planning and wealth management services. Understanding the unique needs of senior ranking military leaders and their families, she became known for delivering strategically forward-looking guidance clients could rely on. Almost two decades later, that same careful attention is rendered to a growing and diverse clientele near and far.
Cindy holds the CERTIFIED FINANCIAL PLANNER™ certification and is licensed in multiple states to serve client needs.
Cindy and her husband Philip are happily celebrating over 35 years of marriage. They enjoy sharing “farm life” and organic produce with friends and neighbors. When not at the farm, Cindy and Philip enjoy traveling and fly fishing. They are also the proud parents of Hayley, a fellow advisor at Aegis Consulting, and enjoy spending time with Hayley, her husband John, and their daughter Taylor.