Cynthia Michael CPWA
My team and I provide investment and wealth planning services to clients in a number of categories and stages of life, all over the country. This includes individuals, families, widows, business owners, and more. Transparency and collaboration are of the utmost importance to me, and I pride myself on being able to assist clients with nearly anything that can impact them financially.
I’ve had the privilege of working in this industry for over 30 years now. My fascination with and excitement for the markets and wealth planning persists today, but even more exciting to me is seeing how clients' lives are shaped by the planning we do together. Whether it’s kids growing up and heading to college, families spending more time together, being able to access new freedoms that they’ve earned, or successfully transitioning into a sustainable, happy retirement–this is what it’s all about for me.
I have been in Texas my whole life (Not my fault my Dad was working for the U of Illinois for two years when I was born) and only left to attend The Ohio State University (Also because of my Dad’s job) before returning to the place I love. New Braunfels has been home for more than 20 years now and I try to take full advantage of living in the beautiful Hill Country. In my free time, I enjoy spending time with my husband, Shawn, and our daughter, Kaide. We enjoy horseback riding, motorcycle riding, going to the lake and all of the parks and outdoor activities in the area. We also maintain a small ranchette where we care for our dogs, cats, chickens, a rescued Arabian mare, and Willie Nelson, our passive aggressive donkey.
Regardless of where you are in life or what kinds of objectives or concerns you have, feel free to get in touch with us, and I’d be happy to talk with you.