Our People

As an advisor run ensemble, we pride ourselves on the depth of knowledge and ongoing commitment we demonstrate to our clientele everyday.

Cyndy Montgomery, CFP®, CPA*, MBA

Founder and President

Cyndy is a veteran CERTIFIED FINANCIAL PLANNER™ practitioner with over 15 years of professional experience in advising clients in the areas such as wealth management, financial planning, and retirement planning.

As a financial analyst and a senior auditor for a large public accounting firm, Cyndy earned great respect from her peers and gained tremendous knowledge in finance and leadership.

In January of 1999, acting on her vision of success and commitment to customer service, Cyndy founded Red Oak Financial Group, an independent financial advisory firm. Cyndy has extreme passion and commitment to the firm in the continued development and growth in serving clients.

Cyndy has been listed in the article titled, Best Financial Planners in Dallas, in D Magazine for the years 2002, 2004, 2006, 2015, 2016, and 2017. She was a 2014 Barron’s Top Women Advisors Summit Attendee, December 2014. She is a member of the Financial Planning Association and sits on the Board of Trustees for Girls Incorporated of Metropolitan Dallas Foundation. Cyndy serves on the advisory board of the Financial Services M.B.A. program at the University of Dallas and is currently an on call instructor in the Southern Methodist University Certificate Program in Financial Planning. She attended the University of Arkansas and graduated high honors with a Bachelor’s degree in Accounting. Cyndy received a Master’s in Business Administration with a Financial Services emphasis from the University of Dallas.

Cyndy is happily married to her husband, Don, and together they like to travel to new places each year. She has made her home in Dallas for more than 25 years.

Daniel Becker, CFP®

Financial Planner

Daniel Becker joined Red Oak Financial Group in May 2013 as the Planning and Marketing Coordinator and has transitioned into the role of Financial Planner. He provides planning assistance for our clients as well as integration with new technologies and processes for the practice. Daniel is a CERTIFIED FINANCIAL PLANNER™ after completing the Certificate Program in Financial Planning at Southern Methodist University and passing the exam in November of 2012 . He obtained his bachelor’s degree from Texas Christian University in 2009 where he studied economics and finance. Daniel grew up in Georgetown, TX and currently lives in Dallas, TX.

Chris Patureau

Planner Assistant

Chris Patureau (pat-ur-row) joined Red Oak Financial Group in January 2017 as the Planner Assistant.

Chris received his bachelor’s degree in finance and management from The Master’s University located in Los Angeles, California. During his time in California, Chris played on the men’s basketball team and was involved in Fellowship of Christian Athletes at a local high school. Through college, he interned with a financial advising firm where he first found his passion for the industry. Chris was born and raised in Beaumont, Texas and currently resides in Dallas.