Qualifications
We have been working with individuals and businesses in the area for several years. Each of our financial advisors has extensive personal and professional experience.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our expertise to help you pursue your financial goals.
Sarah D. Benson
ACADEMIC QUALIFICATIONS
EDUCATION
The American College of Financial Services, King of Prussia, PA
Certified Financial Planner and Chartered Financial Consultant, enrolled, 2022
TROY STATE UNIVERSITY, Troy, Alabama/Shaw AFB, Sumter, SC
Masters of Public Administration Degree with a concentration in Health Services
Administration, 1999.
WEBSTER UNIVERSITY, St. Louis, MO. Jackson, Columbia, SC
Masters of Arts in Business Management, 1991.
UNIVERSITY OF SOUTH CAROLINA, Columbia, SC
Bachelor of Arts in Interdisciplinary Studies with a concentration in Child Welfare, 1981.
UNIVERSITY OF SOUTH CAROLINA, Columbia, SC
Associated of Arts in Child Development, 1980.
Associated of Arts in Criminal Justice, 1981.
MILITARY
Captain, South Carolina State Guard, Mental Health Officer, currently
Retired rank, US Air Force Reserve: Captain
Medical Service Corp., United States Air Force Reserve, 1996 - 2009
PROFESSIONAL LICENSURE
NASD Series 6 and 63 Securities Licenses (June 2006 – present)
Producers License in Life, Accident & Health
South Carolina Board of Long-Term Healthcare Administrators. Dual Licensure #497D98.
Nursing Home Administrator (August, 1998 - present)
Residential Care Facility Administrator (August, 1999 - present)
Georgia Board of Long Term Healthcare Administrators #NHA004837
Nursing Home Administrator (December, 2003 - present)
PROFESSIONAL AFFILIATIONS, AWARDS AND ORGANIZATIONS
*Professional of the Year, SC Autistic Society, 1991.
*Listed in Who's Who of American Women, 56th Edition, 1996.
*Listed in Who's Who in America, 52nd Edition, 1998.
*Listed in Who's Who in Medicine & Health Care, 2nd Edition, 1998.
*Member of the SC Health Care Executive Society, 1996 - 2001.
*Member of the Association of Military Surgeons of the United States (AMSUS), 1998 - present.
"Member of the American College of Healthcare Executives, 1998 - present.
*Member of the Association of Female Executives, 1998 - 2003.
*Member of the United Way of the Midlands Executive Directors Association, 1993 - 1995.
*Attended Numerous Professional Seminars and Workshops
*RehabCare Group, Inc.'s Program Director of the Year 2001.
*RehabCare Group, Inc.'s Special Recognition Award for Fiscal and Financial Management 2000, 2001, 2002.