Broker Check

About Us

Our Team

Nancy Riedel, AIF®
CEO, Founder


Nancy started BenefitsTree, LLC in 2004 following over 30 years of corporate experience in sales, leadership and administration roles in the Institutional Trust Employee Benefits, Asset and Wealth Management area of Wachovia Bank, N.A....

Read more

Chief Inspiration Leader

The Story of Wella

Folks around here say Wella has lived in the glade forever, tending to her beloved tree. While no one knows for certain how long she has been here, this much is true- Wella created this wonderful place through her devotion to her tree....

Read more

Are You Our Next Team Member ?

Are you a learned compassionate individual who want to join our team? Contact Us

Read more

Why Choose BenefitsTree?


  • Inspiring actions that create peace of mind is our responsibility

  • Learning and educating are forever

  • Lead in developing the success of others

  • Promote positive change

  • Embrace the possible


  • We deliver the human touch

  • We are client centered

  • We care about you, your family, and your business

  • We focus on you...the whole person...and your concerns

  • We deliver holistic solutions

  • We are Financial Educators and Fiduciaries