Advisors at this firm
James S
Series 63, Series 65
Atlanta, GA
Benedict Financial Advisors, Inc.
James Senkbeil is a financial advisor with Benedict Financial Advisors, Inc. in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with firms including Charles Street Asset Management, LLC, LPL Financial, LLC, and Moore Colson Financial Services, LLC. Senkbeil provides investment advisory services through Benedict Financial Advisors, an independent registered investment advisor. Benedict Financial Advisors serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, managing approximately $475 million across about 319 client relationships. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, employing a blend of fundamental, technical, and cyclical analysis in managing portfolios.
Ashley T
CFP®, Series 66
Atlanta, GA
Benedict Financial Advisors, Inc.
Ashley Thompson is a CFP® professional with 18 years of experience, currently serving as a financial advisor at Benedict Financial Advisors, Inc. in Atlanta, GA, where she has worked since 2006. She also holds a Series 66 license and is a notary public for Cobb County, Georgia. Benedict Financial Advisors, Inc. manages approximately $475 million for a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, utilizing a combination of fundamental, technical, and cyclical analysis in its investment strategies.
Travis J
CFP®, Series 63, Series 65
Atlanta, GA
Benedict Financial Advisors, Inc.
Travis James is a CFP® professional with 24 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has worked at both Benedict Financial Advisors and LPL Financial LLC for over two decades. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm emphasizes retirement income planning, discretionary portfolio management, and client education through lectures and workshops, utilizing a combination of fundamental, technical, and cyclical analysis across a variety of investment strategies.
Robert H
CFP®, ChFC®, Series 66
Atlanta, GA
Benedict Financial Advisors, Inc.
Robert Hamill is a CFP® and ChFC® with 10 years of experience in the financial services industry. He is currently with Benedict Financial Advisors, Inc. and LPL Financial, LLC, having joined both firms in 2021. His prior roles include positions at Ameriprise Financial Services, Everence Trust Company, ProEquities, Inc., and Everence Financial. Benedict Financial Advisors, Inc. serves individual investors as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $475 million across about 319 client relationships, providing financial planning focused on retirement income, discretionary portfolio management, and client education through lectures and workshops.
Mark B
CFP®, Series 63, Series 65
Atlanta, GA
Benedict Financial Advisors, Inc.
Mark Beaver is a CFP® with 23 years of industry experience, currently serving at Benedict Financial Advisors, Inc. in Atlanta, GA. He has been with Benedict Financial Advisors since 2001 and has worked with LPL Financial, LLC since 2003. Benedict Financial Advisors, Inc. manages approximately $475 million for individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers financial planning focused on retirement income, discretionary portfolio management, and client education, employing a combination of fundamental, technical, and cyclical analysis across a range of investment strategies.