For 28 years, Cyndi has been providing financial planning to individuals and business owners. Her unbiased approach allows for the most well-suited strategies for clients. She takes pride in helping people work toward their financial goals by offering guidance in many areas. Prior to Preferred Wealth Advisors, Cyndi was a Senior Financial Advisor at M&I Bank and previously a Financial Advisor at CUNA. As a graduate of the University of Wisconsin-Whitewater, Cyndi earned a Bachelor's Degree in Finance and Minor in Public Relations. She also obtained a Master’s Degree in Business Administration from Cardinal Stritch University and holds her securities registrations 6, 7, 63, 65, Life and Health Insurance license. She has extensive experience guiding clients toward any financial goal.
Outside of the office, Cyndi enjoys spending time with her daughters, Alexis and Ashley, and her dog, Aca (which stands for Alexis, Cyndi, & Ashley). She also enjoys relaxing on the Mississippi River at her cottage and gardening.