Cindy Shelton CPA, PLLC is a Houston based, local accounting firm that specializes in income tax planning and preparation for individuals, small to medium-sized businesses, estates and trusts. Financial services are also offered through 1st Global Capital Corp. and 1st Global Advisors, Inc. The firm also offers administrative and consulting services.
Cindy has been working in the public accounting industry since 1988. She studied the core of her accounting program at Texas A&M University in College Station, but completed her final coursework and received her Bachelor’s Degree from the University of Houston.
Cindy and the firm are members of the American Institute of Certified Public Accountants and the Texas Society of C.P.A.s (State and Local Chapter). In addition to her CPA license, Cindy has passed the FINRA Series 6, 7, 63 and 65 exams and has her Texas Variable Contracts Licenses to facilitate her securities work.
In her free time, Cindy volunteers with the Stafford Municipal School District Education Foundation by serving as the Treasurer of the organization. She is the proud mother of two very successful young adults. Her daughter graduated from the University of Houston with a degree in Supply Chain & Logistics and her son is currently working toward a degree in Pre-Physical Therapy at Texas State University.
Who is 1st Global and what does 1st Global do?
1st Global was founded in 1992 as the business development and resource partner to leading CPA, tax, accounting and law firms offering comprehensive wealth management services. Over 250 dedicated professionals serving over 1,200 affiliated advisors nationwide are based in our Dallas, Texas headquarters.
We are one of the most prominent, privately-owned firms of our kind. Our leadership and service excellence to our advisors have been recognized by publications like Investment Advisor magazine, CPA Wealth Provider and Accounting Today, and we have been the recipient of numerous industry awards for outstanding service to our affiliated advisors.
We empower CPAs, accountants, tax professionals, estate planning attorneys and financial advisors to expand the premium wealth management services they offer to their best clients. We believe that these professionals, with their broad understanding of their clients’ entire financial picture, are in an ideal position to provide independent, objective wealth management advice.
We support our advisors with leading techonology, comprehensive education, award-winning customer service, and dedicated professional wealth management technical expertise. Our goal is to give our advisors the quality advice and business support they need to deliver on their promise of what is important: helping you address your present and future financial needs.