Cindy Reid-Shelton, President & CEO


Cindy Reid-Shelton has been working with clients building financial plans for over 25 years. Regardless of the complexity of the goal, Cindy believes having a plan is key to achieving it. From business owners looking to optimize and properly determine the value of their business or farmers wanting to successfully transition the family farm between generations and the creation of personal wealth and family legacy, Cindy navigates these landscapes working through a process to educate and empower clients to create an actionable plan.

As a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP) and Certified Exit Planning Advisor (CEPA), Cindy has earned the trusted advice and counsel of her clients and the numerous top advisors she has worked with through her career. Cindy’s knowledge and expertise are often called upon for presentations to clients and advisors alike.

Cindy believes in the client’s right to the best advice available and keeps on top of the ongoing evolution of the financial planning landscape. Cindy has a passionate belief that the clients needs and best interests are the top priority. To keep clients as the focus, she takes all the time necessary to become familiar with their whole story and all the intricacies involved in each individual situation.

As an experienced team leader, Cindy is a proven quarterback bringing together all specialists needed to consult and work with the best interest of the client as the uniting goal. Whether your team of advisors involves lawyers, accountants, bankers, business partners or simply you and your family, Cindy has been successful in creating a collaborative financial plan.

Cindy lives on an acreage, is married and has three children ranging from young adult to teenager – two daughters and a son, plus three dogs.