We are pleased to announce two new staff members at the firm who started in October. Joey Riesett has joined the firm as a Financial Planning Associate and will work in a variety of areas with the firm. Joey is a recent graduate of Bridgewater College in Virginia where he majored in Business Administration with a concentration in Finance. A native of Carroll County, Joey previously worked during the summers and college breaks at New Windsor Bank. He was also a member of Bridgewater’s soccer team from 2014-2017. We are excited to have Joey join the firm to provide support in the financial planning, investment and tax areas.
Julia Kline joined us as a Tax Intern and plans to work this fall and through tax season helping us with a variety of tasks in the tax and administrative area. Julia is from Brigantine, New Jersey and is a Junior Accounting major at Stevenson University. She has previously worked for her family’s construction company and other organizations in Brigantine. Julia is also a member of the golf team at Stevenson.
As our firm grows and we continue to expand the ways we serve our clients, Joey and Julia will be an important part of the L.K. Benson & Company team!
-Lyle K Benson Jr., CPA, PFS, CFP
The views expressed represent the opinions of L.K. Benson & Company and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.Please see Additional Disclosures more information.