Broker Check

Team

 

Paul E. Benge

Chief Investment Officer, Founder

817-809-8050

As the senior member in our group, Paul directs the investment strategies that help our clients address their financial goals. Paul has been helping clients build, preserve, and transition their...

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Sheldon M. Benge, CFP®

Certified Financial Plannerâ„¢, Managing Partner

817-809-8040

Sheldon focuses on financial planning. He builds, implements, and monitors financial plans to help ensure that clients remain "on track" for their goals. In September...

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Leslie is our office manager. She insures that operations go smoothly and interfaces with LPL to execute client requests. Leslie has more than....

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