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Our Firm

BenefitsTree LLC began with the concept that each person is unique and that knowledge is empowering.  The advisors of BenefitsTree are Accredited Investment Fiduciaries® and adhere to the practice of acting in your best interest with transparency.  We are committed to creating customized benefits and financial strategies that balance your unique needs.  

Whether you are an individual, employee, or business owner, we draw on a broad-base of solutions to satisfy your needs, wants and wishes.   As financial professionals, we believe that financial education is the foundation to making sound personal financial decisions.  Our goal is to help you achieve your personal financial life goals.    

As Nancy Riedel, the founder and financial educator, likes to say, "We are not a one-trick pony! It is all about choices: your choices.” 

Please check out our website.  It is designed to deliver educational and thought provoking information.  If something prompts a question, please send us an email via “Have a Question” or call us.  We look forward to speaking with you.

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