Our smart and savvy women are here to serve, prepare, provide for, and protect our people. Our team has been assisting small business owners, professionals and individuals since 1982. Our network of experts work together to provide a vast assortment of financial products and services, and consists of attorneys, financial planners, CPA’s and various other consultants.
Cynthia Southerland, LUTCF
Insurance and Risk Assessment expert Cynthia Southerland has dedicated her career to helping people find the best solutions for their personal and professional financial and insurance needs.
Her company, Southerland & Associates, takes a holistic approach to financial health by offering a wide range of personal and business insurance services and financial consulting strategies.
Cynthia has a knack for understanding the complexities inherent in the insurance and financial industry – and for explaining them in terms her clients can understand. This knack comes naturally to Cynthia. She was a teacher in her early career; then gained comprehensive knowledge of the insurance field through first-hand experience addressing policyholders’ concerns as a customer service representative and assistant to other agents. Her knowledge deepened as she completed training to attain her Life Underwriter Training Council Fellow (LUTCF) designation.
Cynthia’s passion for helping and educating people found its perfect outlet when she founded Southerland & Associates in 1983. A true advocate for her clients, Cynthia is honored to bring peace of mind to individuals and business owners by listening closely to their risk management and financial planning concerns and finding the solutions that fit them to a tee.
What does Cynthia enjoy doing for fun? Helping others, including other species! Along with gardening, being in nature, delivering meals to the elderly and traveling, the activity that makes Cynthia smile is looking after the dogs she fosters – and sometimes adopts – through Heart of Texas Lab Rescue. Her smiling face is a frequent, welcome sight at events hosted by the many professional and civic organizations in which she participates.
Jo L. Albertson, M.S.
Jo L. Albertson has been a consultant and licensed agent with Southerland & Associates since 2000. Her specialty is Long Term Care and Senior Planning. Jo recognized that most people have not addressed their needs as they age. By teaching the implementation of various programs available, she assists her customers not only with a comprehensive outline but also the “peace of mind” they receive knowing that they are insured.
Previous to working with Southerland & Associates, Jo owned a Wellness Company in Dallas, Texas. It incorporated Massage Therapy, Nutritional Consulting, and Yoga. As a licensed Massage Therapist and her love for animals, Jo expanded her services to include Animal Massage, a passion dear to her heart. She is currently on the Board of Heart of Texas Lab Rescue in Central Texas. She also created the massage therapy program for Stay ‘N’ Play Pet Ranch in Dripping Springs and participates in events for P.A.W.S, the local animal shelter located in Kyle, Texas. When Jo is not helping people or animals she loves to tend to her other passion of gardening.
Jerri Conrado has a wealth of experience and over 18 years of consulting for financial firms, senior communities and the hospitality industry. She brings a unique blend of strategic coaching with a female perspective on retirement planning for today’s active adults. Ms. Conrado has worked with numerous Texas community leaders to bring new economic developments to their communities, including residential retirement and senior care centers, long-term care planning and home care programs.
Jerri’s educational background includes a B.A. in public communication, and global marketing. She is a licensed Insurance Agent with a Long Term Care certification and a Licensed Residential Mortgage Loan Officer. She is knowledgeable about reverse mortgages and the new Home Equity Conversion Mortgage options for seniors.