Cindy Parkinson has been in the financial services industry for over 28 years. These years of experience help her to be able to guide her clients in the direction they need to go to achieve their goals.  Whether it be planning for retirement, saving for children’s college, or developing reliable income once in retirement she can show you all the options available.

Through the resources of Raymond James she can offer her clients professionally managed accounts or the traditional brokerage account including stocks, bonds, mutual funds, certificate of deposits, money markets and annuities. She works with business owners to develop individual retirement plans or company plans including 401ks, SEP-IRAs and Simple IRAs. Her years of experience enable her to know how to help educate your employees on the need for planning for their retirement and the best ways to achieve those goals.

Cindy accepts clients in the Rockwall and Sulphur Springs area. She works closely with her client’s CPAs and attorneys to make sure the investment options being used work well with their tax situation and estate planning. She holds the following licenses; Series 7, 24, 63, 65, life and health.

As an investment representative, Susan recognizes the unique needs and financial objectives of her clients. Her key goal is education of the clients so that they feel comfortable with the decisions that they make.

“I place an emphasis on understanding before recommending. I try to carefully analyze and understand my client’s situation and then determine how I can solve their financial puzzle. Making sure they are aware that investing is like a puzzle, the beautiful picture starts showing up as the pieces fall into place.”

Susan received her Bachelor of Science in Ag-Business from East Texas State University, with minors in Business Administration and Economics. She holds Series 7, Series 63, 65 Licenses, as well as a Texas Insurance License.

Susan and her husband Rodney currently operate a cattle ranch in Rains County. They have two sons Travis and Jordan. The family is active members of County Line Baptist Church. Susan serves as President of Cumby Telephone Cooperative Board of Directors and serves on the board of Personal Touch Communications. She also volunteers as Wishgranter for the Make A Wish Foundation of North Texas. She functions as a fundraiser and recruiter for the organization. She serves as Production Manager for the annual Sulphur Springs Ranch Rodeo held each year in April. See www.theranchrodeo.com for more information on this unique fundraising event. She is a volunteer for Lake Country CASA, a child advocacy organization. She is also a member of the Northeast Texas Horsemen’s Association and active in supporting equine events held in north Texas.