Cindy Mittlestaedt, CFP®

Cindy brings over 20 years of experience in the financial services industry and has been a member of our team since 2018. She holds a B.S. in Finance from Northern Illinois University and has her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

With a strong background in leadership and management across multiple financial sectors—including insurance, income tax, and accounting—Cindy brings a comprehensive understanding of the financial landscape. She specializes in developing strategic, holistic financial plans that integrate retirement planning, tax strategies, risk management, and estate planning. She is committed to empowering clients to set ambitious financial goals and help them achieve long-term success.

Cindy enjoys being an empty nester in Grayslake with her husband.