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. 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 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.