Rita Benham
Client Service Associate
Rita’s Story
Rita joined the firm in 2017 and has 29 years of financial services, insurance, and banking industry experience. She serves a Client Services Administrator for our individuals & families. She is detail oriented, highly organized, and client focused—first and foremost. Rita thoroughly enjoys helping clients and making their day a little easier.
Her expertise in the areas of customer service, attention to detail and organizational skills are crucial to streamline business efforts and provide valuable and meaningful experiences behind the scenes. Some of her roles and responsibilities include:
- Assisting clients with all new business, including account applications, trade orders, transfers, and 401(k) rollovers.
- Handling client requests, questions, and concerns.
- Completing account transactions and paperwork.
- Generating client reports for our advisors, including asset allocation reports, portfolio performance reports, and updated financial planning documents.
She is committed to learning new technologies or ideas whenever possible. She is also an amazing teacher to new staff and serves as a mentor for our office in Stevensville. Rita earned her bachelor’s degree from Oakland University and is insurance licensed and is also a Notary Public.
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Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
Address: 5813 Red Arrow Hwy. Stevensville, MI 49127 Phone: 269.556.0768
Address: 510 W. 17th St. Holland, MI 49423 Phone: 616.251.1025
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