About Us

Teresa Benning

As a Financial Advisor, Teresa has spent over 12 years helping Individuals, Families, and Small Businesses achieve their Financial Goals. 

Jim Benning

Jim's almost 40 years of Leadership in Manufacturing and Operations have made him an expert in Safety, Lean, ISO and Human Resources. He helps our small business clients to become better, safer and faster.

Patricia Garchinsky

After 30 years at Bristol Myers Squibb, Pat has brought her exceptional organizational skills and attention to detail to our bookkeeping clients.