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Our Team

Get to know our dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about an account, please don't hesitate to contact us.

Douglas Benson JrCLU®, ChFC®, CFP®, RICP®

Founder and Private Wealth Advisor

Andrew J Stumbo CFP®, CLU®, ChFC®, RICP®, WMCP®

Private Wealth Advisor

Jordan Daniel Smith ChFC®, CLU®

Private Wealth Advisor

Charlie L Kehr CFP®, ChFC®, RICP®, WMCP®

Director of Investments and Planning

Bryce B Maschino ChFC®

Financial Planning Associate

Katie J Fenceroy CLU®, ChSNC®

Director of Insurance Operations and Services

Austin Brett Stumbo

Investment Operations

Mary Ann Cutolo

Office Coordinator

Amy Maschino

Marketing Director