Our Team

CFP, CLU, FEA, TEP
President & Estate Planning Advisor
With 25 years of financial planning expertise, Cindy David, CFP, CLU, FEA, TEP, is the President of Cindy David Financial Group Ltd., which consults to […]
Administrative Assistant
With over 7 years of experience in the field, Karen has a thorough understanding of the insurance industry. She is responsible for the preparation of […]
Administrative Assistant
Sarah is a content and social media strategist, storyteller, and PR expert. She excels at developing and executing communications strategies and crafting content that connects […]
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