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Carter C. Benkendorfer

 
 
Earn as much as you can, save as much as you can, invest as much as you can, give as much as you can.
— John Wesley
 
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 Offering a Full Range of Services

 
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Services We Offer

 
 
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Investments Planning
Insurance Planning
Tax Planning

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Education Planning
Business Planning
And More

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Retirement Planning
Personal Finance
Estate Planning

 

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Our Team

 
 

Carter Benkendorfer - CFP®, ChFC

CERTIFIED FINANCIAL PLANNER™ | PROFESSIONAL

Zach Hoelscher

FINANCIAL PROFESSIONAL

Jerry Crockett

FINANCIAL ASSOCIATE

Gregg Schnellbacher

FINANCIAL ASSOCIATE

Durward Thompson - ChFC, CLU

FINANCIAL ASSOCIATE

Elizabeth Chabin, AIF® 

FINANCIAL PROFESSIONAL

Fran Rodgers

ADMINISTRATIVE ASSISTANT

Dale Berry

INSURANCE AGENT / RISK PROFESSIONAL

 

Heather Sesmas

CLIENT RELATIONSHIP MANAGER