Meet the Team

Cydney P. Nash, CFP®

WEALTH MANAGER

Cydney is deeply committed to her work, specializing in assisting high-net-worth individuals and families as they navigate the ever-evolving legal and financial landscape. She demonstrates exceptional proficiency in analyzing intricate client situations and crafting investment strategies that are precisely tailored to meet their objectives, consistently placing her clients’ needs at the forefront of her efforts.

With nearly ten years of industry experience, Cydney has made significant contributions, including a pivotal role on the Investment Committee, where she managed dynamic portfolios and asset allocations in her previous position. Her professional journey began in the Oil and Gas sector, where she served as a cost controller for a multinational corporation while pursuing her Bachelor’s Honors Degree in Accounting and Finance. Her dedication and diligence were rewarded with a First Class Honors distinction from the University of Bradford, where she also received an Outstanding Academic Achievement Award from her European College.

Cydney’s global perspective is enriched by her international experience, acquired during her tenure with a Big 4 Accounting Firm abroad. This exposure has broadened her outlook and equipped her with valuable insights to guide clients through the complexities, challenges, and opportunities inherent in their financial endeavors.

A CERTIFIED FINANCIAL PLANNER™, Cydney completed the financial planning program at the University of Texas in Austin and has passed the Level 1 of the Chartered Financial Analyst (CFA®) designation. She has also completed the Certified Investment Management Analyst, (CIMA®) education program from Yale School of Management and is registered as a state Investment Advisor Representative with a Series 65 license.

LET’S GET STARTED

A Closer Look at

Cydney P. Nash

Outside of the office, Cydney and her husband Corey embrace the outdoors, exploring state parks and enjoying RV adventures. They savor the simple pleasures of life alongside their two beloved fur babies, Cash and Cooper.

More than One Way to Get Started

Click HERE to schedule your free Financial Checkup and Consultation with an RG Wealth Advisor.

You can also call us now at (832) 789-1100, email us at [email protected] or simply fill out our contact form and we’ll get back to you shortly to get it on the books.