Meet Cindy


Cindy provides vital support to our team as the Chief Operations Officer, Chief Executive Officer. She is responsible for company operations and client service support. Her responsibilities include processing all account paperwork and check requests and assisting clients with any operational needs. In addition, Cindy oversees a variety of other marketing, public relations and communications projects.

Cindy has substantial experience working with the public. She has been in the financial services industry for a decade and loves every minute of it.

Born and raised in Sacramento, California, she has called Texas home for 10 years. Together with her family, Cindy is an active member of Woodlands Church located in The Woodlands. Cindy also enjoys spending time with her husband, Jeremy, and their children, Katelyn, Chase and Lane.