About me

Nationally recognized for my expertise, I serve multi-generational families, business owners, and individuals across the US, providing customized wealth management consulting utilizing a goals-based planning process which includes investment advice, wealth transfer & estate planning services, retirement funding, gifting strategies, and asset-based lending. 

As a Certified Financial Planner™, Registered Life Planner® and Advanced Wealth Manager, providing guidance and strategy for your whole picture is a priority in my service to you. My commitment to excellence and holistic financial planning process helps us get to know one another quickly. In this business, trust is the primary driver of successful relationships - I bring my authentic self to the table and look forward to seeing the same from you. 

With roots in Texas, Colorado and Canada, my husband, Chris, and I chose Colorado Springs, Colorado as the ideal place to raise our three young kids. I love serving the local community through volunteerism within our kid's school, local non-profits and our church community. 

We are multi-business owners and investors just like you - this experience paired with my professional credentials and tenure in the Wealth Management Industry lends credence and breadth of expertise; a meaningful value-add in my service to you.

CFP® professionals are dedicated to the highest level of service and ethical standards. The intensive program curriculum includes risk management techniques, as well as insurance, taxes, estate, and retirement planning, and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.

I have passed the Series 7 & 66 exams, as well as Life and Health Insurance exams.

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Lindsay joined RBC Wealth Management’s Portfolio Advisory Group in August 2016 and has more than 17 years of industry experience. She currently supports financial advisors with broad equity research, and augments equity investment decision-making, primarily focusing on growth stocks.

Matt is a high-net-worth lending consultant and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

As a member of the Managed Portfolio Strategies Team, Tylar serves as the primary source of advice on mutual funds, exchange-traded funds and managed accounts. The team provides customized advisory support via investment strategy, product selection and portfolio construction, as well as contributing to the management of discretionary model portfolios.

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Roman is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.