Sophia Liu, CFP®, CLU® Education Specialist I Financial PlannerSophia is both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Life Underwriter (CLU®) with over a decade of industry experience. Sophia is passionate when it comes to financial planning - helping clients navigate to and in retirement, insurance planning, wealth transfers, charitable gifting strategies and succession planning for...

Scott Sollars, CFP® AIF® Senior Wealth ManagerScott is a Senior Wealth Manager and his main responsibilities include financial planning, managing and monitoring client portfolios, research, and reviewing wealth management topics with our clients. Prior to joining our team, Scott was involved in wealth management as an advisor and leader with Charles Schwab, & Co. Scott obtained his Certified...

Brent Miller, CFA® Senior Portfolio ManagerBrent is responsible for managing and monitoring client portfolios, reviewing portfolios with clients, and providing analysis and recommendations on stocks, portfolio strategy, and the economy to help drive future investment decisions. Prior to joining our team, Brent served as President and Director of Research at Gradient Analytics, where his...

Melissa Ronnie Client Service SpecialistMelissa joined the BFSG team as the Client Service Specialist in 2023. She focuses on the client relationship experience and provides clients with account assistance. Prior to joining BFSG, Melissa worked for a local IT company as their Customer Service Manager. Melissa is originally from Wisconsin and graduated from the University of Wisconsin-La Crosse...

Fernando Leonardo Investment Research AnalystFernando joined Benefit Financial Services Group in March 2023 and currently serves as an Investment Research Analyst. His responsibilities include investment and retirement plan research, plan reporting, and cost analysis. He provides overall support to our Consultants and Client Services Managers. Fernando graduated from California State University...

Olivia Waller Administrative AssistantOlivia joined Benefit Financial Services Group in 2023 as an Administrative Assistant. With three years of experience as administrative support and prior custom service support experience, she helps ensure our Phoenix office and team members have everything they need to service and support our wealth management clients. Prior to joining the firm, she worked...

Katie DeSantis Executive AssistantBio text needed.What is your personal motto or mantra?My personal mantra is “If I can not do great things, I can do small things in a great way.” -Martin Luther King JR. Outside of my professional career I am passionate about:Outside of my professional career I am passionate about outside activities with my family and dogs. What’s your favorite travel...

Elsie Khoury Administrative AssistantElsie joined Benefit Financial Services Group in April 2012 as an Administrative Assistant. Prior to joining the firm, she worked for 3 years as a talent recruiter in the education industry. Elsie holds a Bachelor of Science degree in Business Administration with an emphasis in Sales from California State Polytechnic University, Pomona. With more than 7 years...

Sandi Stratford Client Service SpecialistAs the Client Service Specialist, Sandi focuses on the client relationship experience and provides portfolio administration, which includes providing clients with account assistance, such as requests for funds, balances, standing instructions and any other account administrative services. She has worked in the financial industry since 1995 and previously...

Laura Pistoresi Client Service ManagerLaura joined Benefit Financial Services Group in 2018. As a Client Service Manager she focuses on the client relationship experience and continuing our tradition of striving to exceed client expectations. Laura graduated from California State University, Stanislaus with a Bachelor of Arts degree in Organizational Communications. Prior to joining our team,...

Kirk Masci Portfolio ManagerKirk is an Investment Analyst at Benefit Financial Services Group. He is responsible for conducting investment research using fundamental and technical analysis. He previously held a position at Bank of America Merrill Lynch, where he was a Financial Solutions Advisor helping clients plan for retirement and helping them achieve their general investing goals. His...

Thomas Kyle Investment Research AnalystBio text needed.====== PLACEHOLDER Q&A ======= What is your personal motto or mantra?Always give it 100% What is the most rewarding part of being a BFSG Team Member?I enjoy working with our knowledgeable and dedicated team members. I enjoy volunteering at:Youth sports or any opportunity to help children. What’s the best piece of advice you have ever...

Xiaomei Huang, MBA, MS Securities and Financial AnalystAs a Securities and Financial Analyst, Xiaomei’s current responsibilities include analyzing securities using fundamental research. Prior to joining Benefit Financial Services Group, she worked in the media and she approaches security analysis like how a journalist chases a story. Xiaomei holds her MBA degree from Xiamen University and her...

Erin Schneider Investment Research AnalystErin joined Benefit Financial Services Group in June 2021 as an Investment Research Analyst. Her responsibilities include investment and retirement plan research, plan reporting, and cost analysis. She provides overall support to our Consultants and Client Services Managers. Erin graduated from Bentley University in Waltham, Massachusetts with a...