Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Cathy Wilson, CFP®, AIF® established C.S. Wilson & Associates, Inc. Financial Advisors over 30 years ago. She is passionate about providing all of her clients with caring, independent and practical financial guidance. This...
Sally Miller, Executive Assistant, joined the firm in 2007, after teaching for 33 years. Sally is in charge of client relationships and compliance. She also coordinates the day-to-day operations of the office and loves interacting and...
Marcy Maberry, Financial Advisor, has been in the financial planning business since 2001. She graduated from Texas Tech University with a degree in Family Financial Planning. Marcy’s personable approach, attention to detail and...