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Cindy is a Colorado native, raised on the Eastern plains and relocated to the Front Range for college and career. She spent the past 30+ years in estate planning from roles as varied as trust and probate paralegal to trust officer and wealth advisor. 

The thing that really gets Cindy fired up is helping clients of all ages and from all walks of life integrate their goals and visions for themselves, their family, their community, and their wealth.

Cindy encourages clients to establish and record family traditions, history, stories, lessons, and values in giving. She believes it is critical to pass down the importance of generosity, the purpose for giving, and a lifestyle of gratitude. Instilling these values and life lessons in future generations connects us to those who have come before us and those who will follow in our footsteps.

She believes that legacy is about learning from the past, living in the present, and building for the future. Cindy loves financial planning, but she is even more passionate about her family, especially her husband and eight wonderful grandchildren.