Benita has been working in the Financial Services industry since 2000. She holds the series 7 registration with LPL Financial, the series 66 registration with Western Wealth Management, LLC, as well as licenses in Life and Variable insurance. Benita obtained her CFP® designation in 2003 and a CERTIFIED DIVORCE FINANCIAL ANALYSTTM designation in 2009.
Her desire to provide the best services and advice for her clients served as the catalyst in obtaining the highly regarded CERTIFIED FINANCIAL PLANNERTM designation. Before working in the financial services industry she was a college financial aid director and a financial aid consultant for colleges and universities across the United States working with families and their college finances for over 20 years. Benita has also has served as an adjunct professor at the College for Financial Planning.
Benita has a degree from the Robinson School of Business at Georgia State University and an Art degree from the Art Institute of Atlanta. Her free time is spent with her three children, travelling and volunteering in her community. Benita currently serves as the Treasurer of Youth Celebrate Diversity non-profit and formerly the Treasurer of the Parents' Council of the Cherry Creek School District, a Member of the Board of Directors for the Cherry Creek School Foundation and a Committee member of the Planned Giving/Permanent Endowment Fund at St. Andrew United Methodist Church.
To learn more about investing with Benita click here.