Cindi serves as a Wealth Advisor and provides Integrated Financial Planning. Her goal is to help clients better understand how their money works for them, whether from an investment, estate planning or tax perspective. Prior to working with Novare Capital, Cindi was Investment Operations Manager at Staton Financial Advisors, where she managed office work-flow to ensure that client, firm and compliance needs were met. Cindi earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017 and is FINRA Series 65 licensed. 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 in executive banking