Benita has more than 40 years’ experience in the financial services industry and offers knowledgeable support for our clients and team. She plays a key role in ensuring the office runs smoothly and manages a variety of operational duties. Committed and caring, Benita strives to help our clients address any concerns they might have and help them to feel at ease throughout the financial planning process.
She previously worked at Liberty National Bank as a stock transfer agent in the trust department and as an administrative assistant in the money management department. She earned a bachelor’s degree in business administration from Bellarmine College.
When she’s not in the office, Benita loves spending time with her grandchildren and family. She also enjoys going to craft shows, fairs and bazaars as well as working sudoku puzzles and making jewelry with her daughter. Originally from Louisville, Kentucky, Benita lives with her husband, Jerry, in Fort Myers.