Our Qualifications

Lisa Eady, CFP®

Since 1977, I have been working with families and businesses throughout the Concho Valley helping them to pursue their financial goals.  As a CERTIFIED FINANCIAL PLANNER™ professional, CFP®, I have the necessary experience and training to assist my clients in planning their financial future.

Prior to joining Cecil & Eady Investments, I worked for Tom Green National Bank as vice-president and continued my career as an independent financial advisor starting in 1992.

Community involvement is an integral part of our commitment to serving others.  I am a member of Southland Baptist Church where I serve as a Stephen Minister and Sunday school teacher.  I have served on various community boards including Baptist Retirement Center, Children’s Advocacy Center, West Texas Rehab Center, Junior League of San Angelo, United Way of the Concho Valley, Downtown Development Corporation and Fort Concho.

I graduated from Angelo State University in 1981 with a Bachelor’s of Science degree.  I completed my CFP® certification in 1993.  I am married to Monti Eady and have a daughter, Ashley. 

 

Steve Cecil, CPA/PFS, CFP®

With experience going back to 1991, I have been working with individuals, families and businesses to address all of their financial needs.  With past experience as a CPA and trust officer, I offer a diverse set of skills to my clients.

My involvement in the community includes positions with West Texas Lighthouse for the Blind, Shannon Hospital, San Angelo Health Foundation, First Presbyterian Church, San Angelo Firemen's Pension, City of San Angelo Planning and Zoning and several others.

I graduated with a Master in Professional Accounting degree from the University of Texas at Austin.  I received my CPA certification in 1992 and CFP® certification in 2002.  I am married to Julie and have two children, Cole and Meredith.