We are an independent financial services firm whose financial professionals offer advanced investment and wealth management strategies and highly personalized service.
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.”
Investments Planning
Insurance Planning
Tax Planning
Education Planning
Business Planning
And More
Retirement Planning
Personal Finance
Estate Planning
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
