Benson is the newest member of our team, bringing industry experience, a strong work ethic, and a passion for serving clients. As our Service Manager and Financial Planning Associate, she plays an integral role in supporting both our advisors and clients while helping to ensure seamless client experience. Benson is fully licensed, holding the SIE, Series 6, Series 7, Series 63, and Series 65 licenses.

A Dothan, Alabama native, Benson graduated from the University of Alabama with Bachelor of Science degrees in Accounting and Management. She began her career in Charleston, South Carolina, where she served as a Financial Advisor and District Manager before returning home to continue her career in wealth management.

Outside of the office, Benson enjoys spending time with family and friends, especially when it involves being on the water or listening to good music. She values building meaningful relationships, making lasting memories, and embracing new experiences. Guided by her faith, she approaches both life and her career with gratitude, purpose, and a genuine desire to serve others.