I have over 35 years of experience in the finance industry. In order to better serve my clients, I earned the certification of CERTIFIED FINANCIAL PLANNER™, or CFP®, in 2015 and prior to joining Edward Jones, I was a CPA since 1990.How we work together:I have a passion for helping people achieve their financial goals. Using an established process, I take the time to listen closely to and understand our clients and their goals. After gaining an understanding of their needs and concerns, we partner with clients to design unique and individualized financial strategies. I also educate and inform my clients about their options to ensure that there is unanimous agreement with the strategy. We collaborate with their CPA and estate attorney. Once the strategy is in place, I help our clients stay on track and make adjustments as needed, maintaining open communication with my clients so that any changes to conditions or strategies can be addressed in a timely manner. I feel blessed to have the opportunity to be in my current role with Edward Jones and to have found my true professional calling.Our Team:Cindy Jones, Financial AdvisorThrough previous roles as recruiting leader and area WINGS leader for Edward Jones, I have helped other financial advisors through mentoring, training and professional development. Outside of my role with Edward Jones, I am a member of the Houston Livestock Show and Rodeo committee, Houston Society of CPAs and 'Golf it Forward' formally Marilyn Smith & Founders' Legacy Foundation board member. I also enjoy fishing, hunting and golfing.Tabitha Westmoreland, Branch Office AdministratorCindy and I have worked together since 2019 and I have been with Edward Jones since April 2014. I also am a branch office administrator mentor for Edward Jones. I have spent my career in the customer service industry. I enjoy spending time with my family, watching my kids sports and being outdoors.