People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

“Our professionals have a sincere desire to provide the best client experience possible – both personally and professionally.”

Cyndy Heiner, CPA, MST

Senior Financial Counselor

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Cyndy is a Senior Financial Counselor at The Colony Group.  She provides comprehensive financial and tax planning services to high-net worth professionals, individuals and families, closely held businesses, and people facing major transitions including sale of a business, retirement, divorce, remarriage, and the passing of family members.

Cyndy is a Certified Public Accountant and has significant experience in the financial services industry.  Prior to joining The Colony Group, she served as a Wealth Advisor and the Director of Tax Planning at Jones Barclay Boston.  Previously, Cyndy held positions at both Denver-based Arthur Andersen & Co. and PriceWaterhouse, where she developed experience counseling high-net worth individuals and large corporations.  Previous experience also includes serving as Tax Director and Controller for both Atlantic Richfield Company and Cornerstone Holdings LLC, a Private Family Office in Aspen, Colorado.  Cyndy has also owned and operated her own successful Tax Planning and Compliance firm.

Cyndy received her B.S. degree in Accounting from The University of Utah, and a Master of Tax Law from the University of Colorado, at Boulder.  Cyndy has two children and enjoys yoga, reading, hiking, fishing, college basketball, professional hockey, and her Golden Retriever, Izzy.