Meet the Team
It is a great honor that you have chosen us to help grow your finances. We believe in full transparency when it comes to your portfolio.
Through the ebbs and flows of the market you can have confidence that we will watch your assets and work to protect your financial wealth.
We have over 20 years of experience in the financial industry and continue to stay up to date on our financial education.
President and Founder of Preferred Capital Management, LLC
Credentials: Certified Financial PlannerTM professional (CFP®) and Registered Principal with Voya Financial Advisors, Inc., a national full service broker/dealer. FINRA Series 7, 63, 24, and 66 in 34 states, Variable Life, Variable...
Licenses and registrations held: FINRA Series 7, 63 License & Notary Public. Cindi Started in the industry in 1993, but prior to that she worked at corporate office of waffle house in franchise and accounting. She started out as a sales...
Client Service Associate
Lindsey has grown up around successful small business owners her entire life. She has a deep passion for finance, but her creativity gives her an edge up on the marketing side. In 2018 she decided to put her marketing degree to use and...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.