OUR PEOPLE
Meet Your Team
Your dedicated team in wealth management for life's next chapter. We are a group of CERTIFIED FINANCIAL PLANNER™ professionals and specialists committed to your long-term financial well-being.
Shannon Acosta
CFP®, CES, LPL Financial Advisor
Sarah Beach
Chief Operations Officer
Dawn Burgess
Director of First Impressions
Brandon Collins
CFP®, LPL Financial Advisor
Nicole Franklin
Administrative Solutions Coordinator
Lindsey Gross
Paraplanner
Charity Helvie
Director of Client Services, Paraplanner
Carolyn Hughes
Administrative Assistant
Nancy Knous
Founder, CEO, CFP®, CFS, LPL Financial Advisor
Elian Levatino
Partner, CFO, CFP®, LPL Financial Advisor
Alyssa Martin
Operations Coordinator
Andy Metcalf
Compliance Officer, Investment Executive
Becca Mirza
CFP®, CPA, LPL Financial Advisor
Bridget Phillips
Operations Coordinator
Katrina Ridgeway
CFP®, LPL Financial Advisor
Karen Shalters
Administrative Solutions Coordinator
Katie Sims
Paraplanner
Alison Stockli
Solutions Architect
Stephanie Strelka
Paraplanner
Daryl Vrbas
Investment Service Executive
Ellen Young
Paraplanner
A SPECIAL DIVISION
Paw-perations
Every great team has a few members who work entirely on vibes and treats.
Dot Knous
Chief Rollover Specialist
Banner Beach
Chief Barketing Assistant
OUR DIFFERENCE
Why We're Different
Ownership matters, and the way Benchmark is owned is a core part of our client promise. We are a team-owned firm, which means our interests are fully aligned with yours — not with shareholders or a parent company.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
"We believe the team-owned model best serves our clients because it combines accountability, independence, and a shared commitment to excellence."
Ready to Steward Your Wealth
with Confidence?
The best plans start with a conversation. We'd love to learn about your goals and share how Benchmark can help you move forward.
