Meet Your Team

Paw-perations

Dot

Chief Rollover Specialist

Chief Barketing Assistant

Leadership

Chief Executive officer
founder

Chief Financial officer
Partner

Chief Operations Officer

Chief people Officer

Advisors

CEO, CFS, CFP®
LPL Financial Advisor

Partner, CFO, CFP®
LPL Financial Advisor

CFP®, CES, LPL Financial Advisor

CFP®, CPA
LPL Financial Advisor

LPL Financial Advisor

Paraplanners

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Paraplanner

Admins

ADMINISTRATIVE SOLUTIONS COORDINATOR

ADMINISTRATIVE SOLUTIONS COORDINATOR

Portfolio Managers

INVESTMENT SERVICE EXECUTIVE

compliance officer
investment executive

Operations

administrative assistant

Chief Operations Officer

Marketing & Technology Specialist

Operations Coordinator

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
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