Meet the Team
About Me
Cindy began her career as a financial advisor in 2000, after working as a teacher and school administrator for 20 years. Her experience in education has been a cornerstone for her work as a financial advisor. Her insight has helped clients navigate through each phase of their financial lives. Still with a heart of an educator, she aims to help her clients understand their portfolios and decide what investments will suit their future. She enjoys getting to know her clients’ families and developing multigenerational plans by listening to their needs and examining their goals, risk tolerance, and time horizon.
Cynthia earned a B.A. in Education from Wayne State College and an M.A. in Education from Clarke University.
Active in the community, Cynthia is a former board member of Girl Scouts of Greater Iowa and Quota International. She has also served on the school board and finance board for Bishop Heelan Catholic Schools. She and her husband, Bob, are the proud parents of six children and grandparents of many grandchildren.
About Me
Mary Ann began her investment industry career with Stifel’s Kelly Agnes Wealth Strategies Team in 2021. Prior to this, she served as an executive assistant in various industries. She also ran a small business that took tourists on snorkel tours at a national park and as a scuba instructor.
Mary Ann supports the team in educating clients and helping them make unbiased decisions based on their needs and wishes. She earned a B.A. in French Language and Literature from the University of San Francisco and holds Series 7 and 66 securities licenses.