About Us

WE WORK HARD TO EXCEED YOUR EXPECTATIONS

Our Story

We are a boutique financial firm invested in quality financial coaching. We offer financial products and services to individuals, couples, families and business owners. With our personalized coaching, we can help develop your skills to better identify and prioritize your goals so that you can move forward in making them a reality.

Please call us if you have any questions about our firm or the range of financial products and services we provide. With over 45 years of experience, we have a strong relationship with a variety of financial services companies. If we don’t have a product or service, we know a group that does.  Personal Benefit Financial takes pride in providing quality, comprehensive financial service, wealth management and goal oriented financial coaching. We are committed to helping people define and reach their financial dream by guiding them towards success.

Our Advisor Team

Sharla Rountree

Sharla Rountree

CFP®, Benefits Trainer

L. Ronald Blair

L. Ronald Blair

CFP®, AAMS, Benefits Trainer

Eric S. M. Kee

Eric S. M. Kee

Financial Advisor

Melissa Constant

Melissa Constant

Financial Advisor

Our Support Team

Jill Ruckle

Jill Ruckle

Registered Securities Assistant & Compliance Manager

Regina Burks

Regina Burks

Securities & Compliance Manager

Lynae Douthit

Lynae Douthit

Financial Planning Assistant

Karen R. Krueger

Karen R. Krueger

Administrative Assistant

Darline Ruiz

Darline Ruiz

Receptionist

Bryan Ralphs

Bryan Ralphs

Securities Administrative Assistant

Over 45 Years in Business!

With over 45 years in business, you can trust that Personal Benefit Finacial will be around for all your needs when you are looking for assistance.  We believe in full transparency with everything we do.  Please check out our stellar record on FINRA.org, their site is full of accurate and timely information.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

Are you ready to get started?

Come in for your no obligation “second opinion” overview today!