Prior to joining Bentley and Company in 2007, Carlo received his Bachelor’s of Science degree in Business Administration from Northwestern State University. He is currently Series 7, 66 through LPL Financial and Life and Annuity licensed.
With over a decade of experience in the financial services industry, Carlo works closely with his clients to develop meaningful relationships that last. He designs a range of models and plans – by evaluating risk in portfolios, setting up education savings plans, working with clients to plan for retirement, along with implementing various life insurance strategies based on client’s needs though his S.W.I.M. 360 Vision™. This vision of providing Service excellence, Working together, Identifying needs, with Managing portfolios has allowed him to customize each plan specific to each relationship. We may not be all things to all people but we are all things to a select group, who are our clients.
In his spare time, Carlo is an U.S. National Olympic Distance Triathlete, U.S. National Aquathlete, and is on Team USA for world competitions in age group Aquathlon. He is also a former member of the Comeaux High School, Northwestern State University, and Lafayette Concert Bands playing clarinet.
Cyndi serves as the Director of Operations for Bentley and Company Investments. Her attention to detail ensures smooth operations of the firm’s day-to-day operations.
Prior to joining Bentley and Company Investments, Cyndi held various management positions in the retail industry for over 14 years. Her first job in the Financial Industry was with Shearson Lehman Hutton. She has over 30 years’ experience in the Industry. She has received numerous Service Distinction Award from Prospera Financial Services and has served on their Sales Assistant Council three times since joining Bentley and Company Investments in 1996.
She is originally from New Iberia, Louisiana and now resides in Broussard with her husband of over 40 years, Charlie. They have 2 children and 3 grandchildren. In her spare time, she enjoys camping, cruising, scrapbooking, sewing and Zydeco dancing.
Christy is our New Account Coordinator and Carlo’s Executive Assistant. Her responsibilities include building client relationships by providing service excellence.
Christy joined Bentley and Company Investments in 2014. Before joining the team, she held management and Human Resource positions in the retail industry for 14 years. Christy has a bachelor’s degree in Consumer Sciences from Southeastern Louisiana University.
She is a native of New Orleans, Louisiana. In her spare time, Christy enjoys spending time with her husband, two children, and fur babies and is a volunteer for the Girl Scouts of Louisiana.