Team

Cynthia H. Bernart

CFP®, Senior Vice President

Cindi serves as a Relationship Manager and provides Integrated Financial Planning as well as Operations support for the SouthPark office.

Previously Cindi was Investment Operations Manager at Staton Financial Advisors. She managed office work flow to ensure that client, firm, and compliance needs were met. Cindi earned the CERTIFIED FINANCIAL PLANNERTMdesignation in 2017.

Cindi joined Staton Financial after six years with an independent financial planning firm in Charlotte. For 15 years prior, the focus of her career was executive banking positions in a variety of areas – global treasury management, project management, corporate sales, and as a corporate relationship manager – at banking centers in Chicago, Los Angeles, and Charlotte.

Cindi earned her M.B.A. from Indiana University Kelley School of Business, and B.A. summa cum laude from Trinity International University. She is married and has two children, and has served on a numerous church, school, and scouting committees.