Temple, TX
10156 Windy Pointe Dr
Temple, TX 76502
Office: 254-935-3383
Todd Vincent
Managing Partner / Financial Planner
Dylan Ripley
Managing Partner / Financial Planner
David Boothby
Chief Development Officer / Financial Planner
Angel Santiago
Senior Partner / Financial Planner
Marci Winkler
Client Service Director
Kristen Dowdall
Client Service Specialist
Amber Motl
Client Service Specialist
Maura Ortiz
Client Service Specialist
Todd Vincent
Managing Partner / Financial Planner
Todd Vincent co-founded Cedarwood Financial Partners after serving his clients at Edward Jones for twenty-six years. Prior to Edward Jones, Todd served four years in the U.S. Army as a field artillery officer with the 1st Cavalry Division at Fort Hood, Texas.
Todd earned his Bachelor of Arts in Chemistry and Economics from Bucknell University in Lewisburg, Pennsylvania. He also holds a Master of Theology (ThM) from Dallas Theological Seminary.
Todd and his wife, Stefanie, have three young adult children. As a family, they are active in their community and their church. They are an adventurous family who loves travel and outdoor activities. They reside on a 142–acre game ranch they share with others who desire rest, renewal, and recreation. Todd’s favorite hobbies include camping, hunting, and riding his Harley-Davidson.
Todd specializes in finding creative methods to produce retirement income and efficient wealth transfer strategies.
Dylan Ripley
Managing Partner / Financial Planner
After serving his clients at Edward Jones for almost ten years, Dylan Ripley co-founded Cedarwood Financial Partners following a tabletop discussion on how he and his partner could better serve their clients, scratching out their vision on a napkin. From that initial napkin chat, he began diligently working to make this vision a reality through extensive research and sweat equity.
Dylan holds a Bachelor of Business Management from the Carlos Alvarez School of Business at The University of Texas–San Antonio. After joining Edward Jones, he earned the Accredited Asset Management Specialist certification through the College of Financial Planning.
He has a passion to serve others and does so through his service to clients and his community involvement. He is a current member of the Rotary Club of Temple, serving on the board for two years. He’s also a small group leader at his church and active in local Chamber of Commerce events. Most recently he was asked to serve on the advisory board for the Salvation Army of Bell County.
Dylan and his wife, Cayleigh, have three children. When he’s not serving his clients or community, he can be found experiencing the world with his family, chasing kiddos around a ball field, golfing, or attending any live concert he can.
David Boothby
VP of Business Development / Financial Planner
David Boothby joined Cedarwood Financial Partners as a founding partner in 2022 after serving his clients at Edward Jones for six years. Prior to Edward Jones, David spent 20 years with Texas Hydraulics, first as an engineer and ultimately as Vice President of Operations.
David holds a Bachelor of Science in Engineering from Oklahoma State University, a Master of Business Administration from Tarleton University, and the Accredited Asset Management Specialist certification.
Serving the greater Temple community is important to David. He’s served as an elementary teacher at Vista Community Church since 2009. He’s also an active member of the Rotary Club, Temple Gun Club, and the Temple Chamber of Commerce.
David and his wife, Carrie, have been raising their two children in Temple since their 1996 move from Oklahoma to Central Texas. Together, they enjoy spending time at the lake and serving the community through volunteer projects as a family.
David believes that building professional and personal relationships with his clients establishes trust and creates lifelong friendships.
Angel Santiago
Senior Partner / Financial Planner
Angel Santiago joined Cedarwood Financial Partners as a founding partner in 2022 after serving clients in the financial planning and banking industry for seven years. His experience with investments began in 2003 when he worked as an auditor of wealth management firms.
After earning a Bachelor of Science in Business Administration with a concentration in Finance from the University of Puerto Rico, he obtained a Master of Science in Counseling from Texas A&M University-Central Texas. Angel’s passion for working with corporate clients and individual investors comes from his background in counseling. His desire to serve people is what drives his understanding and allows him to help clients discover, clarify, and achieve their financial needs and aspirations.
Cedarwood’s vision of giving back to the community resonates strongly with Angel’s purpose. He is a member of the Knights of Columbus and has served as a Sunday School teacher for both Pre-K and high school students at St Luke Church in Temple. Angel currently serves on the Board of Directors of Temple Christian Outreach and is a Chairperson for the Central Texas Orchestral Society’s Wildflower Guild.
Angel and his wife, Maria, have four children and two dogs. When not busy with work or volunteering they enjoy making memories by traveling, hunting, and watching the arts.
Marci Winkler
Client Service Director
Marci is the liaison between clients and financial planners at Cedarwood. Primarily, she oversees account management ensuring all administrative aspects of the financial plan are up to date. Additionally, as Client Service Director she oversees all the Client Service Specialists providing leadership and guidance. At every level, Marci strives to ensure that clients feel like family. She enjoys getting to know clients, hearing what is going on in their life, and being able to help them with achieving their financial goals.
On a personal note, Marci loves getting time to spend with her new grand-daughter and Pilates. They also have a 5th wheel and love to go camping or “glamping” every chance they get. When they get a chance to get out and about in Temple, they like to eat out at Oscar Store.
Marci is married to Mike Winkler owner of Universal Services, a local HVAC business. They have been married 33 years, and have two daughters Lauren and Hailey. Hailey is a Financial Advisor and recently just had their first grandchild, who brings a smile to her face every day. Lauren owns her own business Gallery Salon Suites on West Adams in Temple.
Kristen Dowdall
Client Service Specialist
Kristen’s daily role as a CSS is the liaison between clients and the financial planner, overseeing administrative aspects, and she really enjoys building personal relationships with them, learning more about their hopes and dreams.
Outside of the office, Kristen loves spending time with her family, especially her grandchildren, and going to hockey games with her husband. Before a hockey game they may grab a meal at BJ’s Brewhouse or Schlotzky’s.
Amber Motl
Client Service Specialist
Amber describes her role as CSS as the liaison between clients and planners. Primarily she oversee account management ensuring all administrative aspects of the financial plan are up to date and helping clients feel like part of the family.
In her free time, she enjoys spending time with her family, being outdoors, traveling with her daughter, and serving with the high school youth at her church, Vista Community Church. Frequenting local restaurants has become a fun way to spend time with others. Her favorite restaurants locally are LaRiv, Saigon Café and Fire Street Pizza just to name a few.
Amber’s 18yr old daughter – Makenzie is a senior at Academy High School, getting ready to graduate in May. They have 2 dogs, Ozzie and Eris as well as a cat named Cleo.
Maura Ortiz
Client Service Specialist
Maura serves as a liaison between clients and financial planners by overseeing account management, ensuring all administrative aspects of the financial plan are up to date. Most importantly, she strives to ensure clients feel like family. She really enjoys getting to know clients, sharing in their joys and walking beside them in their struggles. She spends her free time hanging out with her family, whether at home or on the go. You might run into her grabbing a treat at Sonic on Oakmark Drive in Belton.
Maura has been married to her husband, Art, for 25 years this June. He is a 30-year Leukemia survivor and shares his passion for life as a Relationship/Team Builder. Their son, Alexander, is a Mass Communications/Film Production major in his junior year at UMHB (Go Cru!). Their daughter, Daphne, is a junior in high school and is achieving her dream (since Kindergarten) to be a Magic Belle, Belton High School’s dance team. They have a part-time Maltipoo, Shanti, and recently welcomed a tortoiseshell kitten, Gizmo, who amuses them with her Torti-tude.
