Meet Cindy
Cindy is a Financial Planner based in Colleyville, Texas. She joined Mercer Advisors in 2025, bringing 14 years of experience in the financial services industry. Before joining Mercer Advisors, Cindy built her career in financial planning at LPL Financial, Waddell & Reed, and Creative Planning. She earned a B.A. degree in business administration from the University of Missouri-Kansas City and holds FINRA Series 65 license. Cindy is motivated by helping clients achieve financial stability, wellness, and security in their lives.
Her working style
Cindy is known for her consultative approach to financial planning and enjoys creating a comprehensive strategic road map for each client. She values integrity, trust, and collaboration, and she pays attention to the details of a client’s plan. Clear communication through well-designed deliverables, presentation, and follow-through are part of her mantra.
Cindy in real life
What keeps you busy outside of work?
I enjoy spending time with my daughter, Ali, and love listening to her play the violin. I support all her artistic endeavors; she’s a gifted artist in digital, paper, and canvas creations. This usually means spending time in art supply stores and museums, supporting Ali’s art studio, and planning trips to Europe.
Any words you try to live by?
No act of kindness is ever wasted.
Why do you like working at Mercer Advisors?
I love the culture of Mercer Advisors and the family office service we offer to our clients. The coordinated expertise and high level of planning that clients receive are a big part of why I joined.
Cindy’s snapshots
Meet Cindy’s Teammates
Michael Van Boening
Director, Financial Planning
What Cindy Says
Michael thinks strategically about the future direction of Mercer Advisors, and his support helps everyone on his team bring out the best in each other.
Ernest Neeley
Manager, Sr. Financial Planner
What Cindy Says
Ernie was my mentor and one of the first people I met when I joined Mercer Advisors. He’s fun, positive, knowledgeable, and helpful to everyone. I value his kindness and candor.
Lauren Rosberg
Wealth Advisor
What Cindy Says
Lauren is the reason I joined Mercer Advisors. She was very supportive during the interview process and has always taken time to answer any questions I have. I learned about our women-focused planning, including our internal InvestHERS group, from Lauren.
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