Cynthia S. Meyers, MBA, CFP®
Cynthia Meyers is owner of Confluence Financial Planning, which she founded in 1983. She is active in running the company, advising clients, and mentoring. Her writings and quotes have appeared in many local and national periodicals and books, including Fortune, McCalls, and The Sacramento Bee. For five years, she authored the column, “Meyers on Money,” which appeared in Sacramento Business Journal.
Dan Toman, CFP®
Dan Toman, CFP® is a Financial Planner and Lead Investment Strategist. Dan is instrumental in strategizing, designing, and writing the financial plans for the firm’s clients. Dan has been with the firm since 2005. Dan is an Investment Advisor Representative with Commonwealth Financial Network.
As a Client Services Specialist, Melinda Banister is responsible for making sure your investment experience runs smoothly. She establishes, maintains, and reregisters investment accounts, coordinates on your behalf with the investment companies, and fulfills your requests concerning your accounts. With her degree in Criminal Justice from California State University, Sacramento, she excels in working with information and maintaining accuracy and confidentiality. Melinda has been with the firm since 1999.
As a Paraplanner, Keith Muir is responsible for organizing the data and constructing the beginning framework of your financial plan. He ensures your financial plan is properly assembled with a high attention to detail. Keith joined the firm in 2014. He is an enthusiastic sports fan.
As a Paraplanner, Katherine Lee is responsible for organizing the data and constructing the beginning framework of your financial plan. She ensures your financial plan is properly assembled with a high attention to detail. Katherine joined the firm in 2019.
Antonette Kistler is the Executive Assistant and Office Manager. Her role is to support and assist the office staff and make our visitors feel welcome and comfortable. Antonette joined the firm in 2016.