Broker Check



Paul E. Benge

Chief Investment Officer, Founder


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...

Read more

Sheldon M. Benge, CFP®

Certified Financial Plannerâ„¢, Managing Partner


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...

Read more

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

Read more