About

Business Philosophy

Our business philosophy is rooted in the belief that every client deserves dedicated guidance, strategic thinking, and unwavering commitment to their financial success.  I approach my role as your Advisor with a deep sense of responsibility and integrity, always putting your best interest first.  We believe in the power of knowledge and expertise, continuously staying informed about market trends and opportunities to provide informed advice.   Our philosophy is built on personalized service, understanding that each client has unique goals and preferences.  We leverage cutting-edge technology to enhance our services and empower our clients to make informed investment decisions.  At the core of our philosophy is the belief in building strong relationships based on trust, open communication, and mutual respect.  We strive to exceed expectations, deliver superior results, and be the trust partner our clients rely on for their financial journey.

Meet Our Team

Cindy High

Cindy High

      CEO, Managing Director

      Cindy has a deep passion for helping her clients achieve financial freedom and realize their goals. With an unwavering dedication to her profession, she finds fulfillment in guiding individuals towards securing their financial futures. Cindy’s journey in the industry began at the age of 21, where she embarked on a path that would shape her expertise and commitment to her clients.

      With her extensive professional background focused on investment planning and wealth management, Cindy brings a wealth of knowledge and experience to her role. She believes her dedication to providing personalized solutions tailored to each client's needs has earned her a reputation for excellence in her field.

      Outside of work, Cindy’s life is enriched by her love for family, Brad & Dennis. She cherishes moments spent with her loved ones, often cooking up delicious meals together and embarking on exciting travel adventures. Cindy finds joy in planning trips, exploring new destinations, and creating lasting memories with her family.

      In her leisure time, Cindy enjoys her hobbies, which include shopping, tending to her flower beds, and enjoying pool time. She also enjoys playing frisbee with her furry companions, Malone (Aussie and Golden Retriever Mix) and Sophie & Sadie (Shorkies).

      Cindy has an appreciation for modern home decor, art, and music, which reflects her vibrant personality and appreciation for aesthetics. She relishes soaking up the sunshine and unwinding by binge-watching series on Netflix with her family.