HSL & ASSOCIATES - Key Persons
Job Titles:
- Financial Advisor
- Financial Advisor With HSL
Benson is financial advisor with HSL and Associates, with over 10 years of expertise in the insurance and finance industry.
Benson's primary goal is clear: to help business owners and individuals work toward their financial objectives. With a focus on understanding each client's unique circumstances and aspirations, Benson works closely with them to develop comprehensive financial strategies that pave the way towards their goals.
Benson earned his Master of Business Administration (MBA) from San Diego State University, providing him with a strong foundation in finance and business management. Additionally, he holds the FINRA Series 7 and 66 securities registrations with LPL Financial, LLC, ensuring he is equipped to provide comprehensive financial guidance. Furthermore, Benson maintains an active life and health insurance license, allowing him to offer a holistic approach to financial planning.
While Benson is passionate about helping clients preserve their financial futures, he also values spending quality time outside of work. You'll often find him cheering on his son as he competes in varsity sports for Rancho Bernardo High School. Additionally, Benson loves traveling to experience various cultures around the world, broadening his horizons and gaining unique insights along the way. Benson also enjoys immersing himself in nature through hiking and backpacking, finding solace and inspiration amidst the great outdoors.
Whether you're a business owner looking to optimize your financial strategies or an individual planning for retirement, Benson is dedicated to guiding you towards financial success with his expertise, personalized approach, and unwavering commitment to your goals. Contact Benson today to embark on your journey towards financial empowerment.
Job Titles:
- Financial Advisor
- Principal
- Financial Advisor With
Chris is a Financial Advisor with HSL & Associates and brings a customized perspective to all generations to assist clients in pursuing their financial goals. Chris is a Smart Vestor Pro and is a follower of Dave Ramsey's principles regarding debt and investing (he's on baby steps 4, 5 and 6!).
Gavin is a Financial Advisor with HSL & Associates and brings over 20 years of Financial and Insurance Industry experience and knowledge to his clients. His diverse background and training enables him to help clients pursue their long-term financial goals through comprehensive, customized financial and insurance planning.
Gavin is a Dave Ramsey SmartVestor Pro and is a follower of Dave Ramsey's principles regarding debt and investing (he's on baby step 4, 5 and 6!).
Helping people, whether it's helping with monthly budgeting, planning for retirement or simply helping clients make smart money decisions, is truly Gavin's passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant. Gavin is honored that most of his clients call him a "friend" or even "family".
Gavin graduated with a Bachelor's of Science Degree from the University of Arizona. Gavin currently holds the FINRA Series 7, 63, 65, and 24 securities registrations with LPL Financial, LLC as well as numerous state securities and life and health insurance licenses.
Outside of work, Gavin is blessed and proud father to two beautiful girls, Grace (2001) and Claire (2003). Gavin is an active member in The New Centurions and the Scripps Ranch Old Pros. In his spare time he enjoys golfing, running, snow skiing, camping and enjoying the San Diego beach and sun.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Harry S. Lodge & Associates or LPL.
Job Titles:
- the Client Services Associate
Heather is the Client Services Associate for HSL and Associates. Heather is originally from Illinois and moved to Tucson as a child in 1980. Having lived here for over 40 years, she can't think of living anywhere else because she'd miss the saguaros too much.
Having volunteered for years with PACC and local rescue agencies, she developed a strong desire to pursue a career in the Veterinary field. She graduated with honors having acquired a Veterinary Assistant Certificate but decided that her real passion was working with children.
She worked for several years in both the Amphitheater and Flowing Wells school districts but looked for a career change and found herself at HSL and Associates.
Outside of work, Heather enjoys dogs, photography, dogs, scrapbooking and more dogs.
She looks forward to working with HSL clients and helping them with any questions and concerns they may have.
serves as the Business Office Manager for HSL & Associates. Mark is a native Tucsonan and loved growing up in the Sonoran Desert. His career began working for a pharmacy savings company and local health plan over the past 17 years. His experience comes from various roles throughout his career as a Project Coordinator, Account Manager and Marketing Coordinator. Nonetheless, he has enjoyed several other aspects of his career from being an amateur videographer, dabbling in graphic design and as a facilitator of the Franklin Covey; 7 Habits of Highly Effective People. Currently, Mark predominantly works with our employer groups and their health insurance needs, but is excited to help find solutions to best fit the needs of all HSL & Associates clients.
Tyler is a Financial Advisor with HSL & Associates. He offers his clients an advisor relationship that is focused on customer service excellence, a skill that he honed through 7 years of experience in the hospitality industry. He prides himself on timely and professional communication throughout every step of a client's financial journey.
Tyler graduated from the University of Arizona, Eller College of Management with a bachelor's degree in Business Management and a Philosophy Minor in Ethics. He holds the Series 7 and Series 66 securities registration with LPL Financial, LLC. Tyler also holds a Life & Health Insurance license.
After graduating from the University of Arizona Tyler worked in Chicago, IL and Dallas, TX where he formed lasting friendships across the country. During that time, he discovered the teachings of Dave Ramsey and a passion for personal finance. He spent the next few years working the Baby Steps and became debt free in the Spring of 2019! He went on to do his DEBT FREE SCREAM live on the Dave Ramsey Show! Since then, he has apprenticed under the Financial Advisors at HSL & Associates, a team with a combined 75 years' experience in financial planning and investment management services. Tyler specializes in individual and family financial planning, including retirement investing, non-retirement investing, and college savings strategies.
Tyler returned home to Arizona in 2020 to dedicate his career to serving clients while they prepare for retirement, plan for major life events, and build generational wealth. Outside of work Tyler spends his time with his beautiful wife Alexandra, newborn baby Cassidy, going on walks with their two pups, frequenting the gym, and suffering as a Detroit Lions fan.