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Sheldon M. Benge, CFP®

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 2016, Sheldon joined Paul in affiliating with LPL to form Benge Financial Group.  Previously, Sheldon ran his practice through Wells Fargo Advisors and was a Financial Planner at The Ayco Company, a division of Goldman Sachs.

He holds the Certified Financial Planner™ certification (CFP®) from the Certified Financial Planner Board of Standards.  In addition, he has earned a bachelor of business administration in finance from Texas A & M University, and a master in business administration (MBA) with emphasis on financial services from the University of Dallas.

Sheldon and his wife, Sydney, have a son, Harrison, and a Jack Russell Terrier named Cooper. They enjoy outdoor activities including dog training, shooting sports, and fishing. Sheldon is a member of The Association of Former Students of Texas A & M University.