Charity Helvie
CPO, PARAPLANNER
- Team Member Since: Rejoined in 2020
- Professional Superpower: Being able to read Nancy’s mind… and handwriting!
- Unexpected Hobby: Travel Planning
- Bucket List Item: Hike the Tour du Mont Blanc
- Favorite Memory at Benchmark: Our Annual Team Retreat the year we had the theme of National Lampoon’s Christmas Vacation
- Preferred Ice Cream Flavor: Haagen Dazs Chocolate Peanut Butter
- Starbucks Order: Black Coffee
Charity is part of our paraplanning team and brings a wealth of experience and dedication to Benchmark. She and her husband, Scott, love spending time with their two kids, Alex and Madison, and their grandsons, Henry and Bennett. Charity is passionate about health and fitness, enjoys traveling, reading, and is always eager to dive into new insights about the Enneagram. Her home away from home is Knoxville, especially when the Vols are playing! She is also a certified personal and executive coach, and her warmth and curiosity make her a joy to be around and a valued part of any conversation.
With a Bachelor of Science in Business and her FINRA Series 7 and 66 registrations, Charity brings extensive knowledge to the Benchmark family. She first joined Benchmark in 2001 as an assistant and advisor, stepping away in 2009 to focus on raising her children. In 2020, she returned as Nancy’s paraplanner, and her role has since grown to include serving as Chief People Officer on our Leadership team. From assisting in client meetings to ensuring every detail is seamlessly handled, Charity’s ability to juggle it all with care and precision makes her truly indispensable. Her commitment and heart shine through in everything she does.
