Meet the Team
Intent Planning is a collaborative network of professional financial advisors working together to stay on the cutting edge of today’s planning techniques, delivering customized solutions and proven results for our clients with a service level second to none.
Cindy Reid
President & CEO
For more than 25 years, Cindy Reid has helped clients find clarity and confidence in the often-complex world of financial planning. She believes even the most intricate goals can be achieved with a thoughtful plan and the right people working together.
Scott Sherrett
Regional Vice President
Scott Sherrett has been supporting clients and their financial needs for over 15 years. In 2003, he worked at Great West Life as an employee benefits specialist. It is through this role that Scott became an expert on employee benefit plan development, and was called upon to support advisors in group solutions sales.
Scott Wilson is passionate about relationships and getting to know the specific needs of his clients. He takes the time to work with clients to help them identify their short and long-term goals to build the most encompassing, personalized financial plan.
Scott Wilson
Regional Vice President
Janet Taylor
Senior Operations & Marketing Specialist
Leslie Frobisher
Senior Operations & Marketing Specialist
Zara Apalit
Operations & Administrative Support