Vicki Ward CFP®

Certified Financial Planner™

I’m the founder of Financial Lifestyle Management, a Fee-only CERTIFIED FINANCIAL PLANNER™ professional and a Texas Registered Investment Advisor Representative.

I started my firm in 2003 believing that good financial advice should be available to everyone, not just the wealthy. Because no matter where you are financially, having a trusted advisor by your side can help you make smarter, more informed decisions.

 “I want to add real value to my client’s lives by providing personalized, practical advice, with a high level of care.”

I bring over 25 years of experience in financial planning, investment management, tax preparation, and small business accounting. Growing up in a family of eight children, raising two kids of my own, caring for aging parents, and spending much of my career in small family businesses, I understand firsthand the opportunities and challenges of balancing family and work. Having navigated many of life’s transitions myself, I’m uniquely equipped to guide my clients through their own.

I live in Greenville, Texas, with my husband and enjoy spending time with my children and grandchildren. I’m active in my church and community and am passionate about making a positive difference in the lives of those around me.

I earned a Bachelor of Business Administration in Finance, magna cum laude, from Texas A&M University–Commerce and an Associate of Science degree from Kilgore College. I’m a CERTIFIED FINANCIAL PLANNER™ professional and hold a Series 65 Investment Adviser registration.

Cindy Gass

Client Service Associate

I serve as a Client Service Associate with FLM, where I support advisors and clients through financial plan preparation, account administration, and a variety of behind-the-scenes services that help keep clients on track toward their financial goals.

With more than 15 years of experience in client support, relationship management, and financial services operations, I’m known for my attention to detail, strong organizational skills, and commitment to delivering exceptional service. I enjoy helping create a seamless client experience by ensuring every detail is handled accurately and efficiently.

I believe that successful financial planning is built on trust, communication, and a genuine commitment to helping others. My dedication to supporting both client and advisor plays an important role in helping FLM deliver personalized financial guidance and service.

Outside of work, I enjoy traveling, cooking, and entertaining with my husband, family, and friends. I appreciate the flexibility my role provides, allowing me to pursue the activities I love while continuing to provide outstanding support to the FLM team and its clients.