Timothy E. Benner, ChFC®
Chief Operating Officer of The Comprehensive Financial Group.
I take my role as your experienced advisor seriously and by collaborating with a team of professionals, we are able to help you by creating a tailored financial plan aligned with your most important goals and most deeply held values. This plan is then reviewed regularly and adjustments made, if needed, to keep you on track. We will help to hold you, as well as ourselves, accountable so that the necessary tasks are handled on a proactive basis rather than on a reactive one.
Tim Benner works to develop long-lasting relationships built on a foundation of trust and integrity with every client. He understands that working in a small community allows only one chance at building a good reputation.
Along with his 30 years of business experience, Tim puts his 20 years in the financial services field to helping clients simplify and coordinate their complex financial issues. In doing so, he works to help them achieve the goals that are most important to them.
Tim assists clients with retirement planning, long-term care planning, investment planning, asset allocation and insurance planning. Recently, he’s focused his practice toward helping people implement values-based financial planning into their lives.
Tim earned his degree from the Pennsylvania State University in 1984. He currently holds Series 6, 63, 7 and 24 securities registrations in addition to his Chartered Financial Consultant designation (ChFC®).
As an active member of his local community, Tim is a past president of the Milton Rotary Club and a current member of the West Branch Association of Insurance and Financial Advisors, Financial Services Institute and Williamsport Area Chamber of Commerce.
Stephanie joined The Comprehensive Financial Group team in 2011 as assistant to Tim and also to assist the OSJ with compliance duties.
Stephanie is a graduate of the former Williamsport Area Community College with an Associate of Applied Science degree.
Along with her husband, Stephanie resides in Montgomery and has two children and two grandchildren.
Barb joined The Comprehensive Financial Group in 2010 as an assistant . Barb came to CFG with more than 10 years in administration and customer service.
Barb is a graduate of The School of Commerce with a certificate in Medical Secretarial. In addition to administrative assistant role; she handles commissions, contracting and many other back office responsibilities. Barb prides herself in providing the agents with assistance in completing life insurance applications and submitting new business to the appropriate companies.
She currently lives in Loyalsock with her husband, Shawn.