Meet Our Military Financial Planning Team
August 30, 2022
Who you trust to handle your finances matters. At AAFMAA Wealth Management & Trust (AWM&T), we pride ourselves on hiring the best and the brightest financial professionals to serve our clients.
Our Financial Planning team holds credentials including CERTIFIED FINANCIAL PLANNER™ certifications (CFP®) through the CFP Board, and one team member holds the Chartered Financial Consultant, ChFC®, designation with the American College of Financial Services.
Beyond their professional achievements, our AWM&T military Financial Planning team is dedicated to putting our Members’ best interests first, always. They’ll provide you with a unique level of personal service and map out the path to your financial goals.
Get to Know Our Financial Professionals
Brittany Benassi, CFP®
Vice President of Financial Planning
Brittany Benassi, CFP®, earned her B.B.A from Campbell University’s unique Wealth Management & Trust program. She works closely with AWM&T Members to help define their goals and design a comprehensive plan. In collaboration with the Relationship Management team, Investment Officers, and Trust Officers, Brittany produces a custom financial plan for each client and then stress tests it with various personal and financial scenarios. She is passionate about helping others in the trust and wealth management arena.
Erin Kinkade, ChFC®, CFP®
Erin Kinkade, ChFC®, CFP®, holds 17 years of experience in the financial industry. Using a client-centered approach, Erin helps Members identify and analyze their long-term financial goals by collaborating with Relationship Managers, Trust Officers, and Investment Officers to develop comprehensive financial plans to achieve success. Erin was a full-scholarship athlete at the University of Georgia, and earned All-SEC, All-Regional, and All-American titles for track and field/cross country.
Risa Stolker, CFP®
Risa Stolker, CFP®, has over 20 years of experience helping clients identify and achieve their financial goals. Risa works closely with AWM&T Relationship Managers, Trust Officers, and Investment Officers to develop, present, and implement customized financial plans for clients. Prior to joining our team, she spent many years working at bank and trust companies in New York and Philadelphia. Risa enjoys volunteering at her local animal shelter and taking long walks in the city.
Haley Thomas, holds a bachelor's degree in Financial Planning and Investment Management from the University of Georgia, where she graduated summa cum laude. She has over four years of experience in the financial industry and is studying for her CERTIFIED FINANCIAL PLANNER™ certification exam. As a child of two parents who served in the Marines and Army, Haley is passionate about helping military families navigate through life's volatility.
What AWM&T Financial Plans Provide
AWM&T Financial Planning services are for active-duty US military servicemembers, Veterans, retirees, and surviving spouses with an investment minimum of $100k.
Your customized military financial plan includes:
- Net worth calculation
- Cash flow analysis
- Education funding
- Retirement planning
- Considerations for estate planning
- Insurance analysis
- A free financial dashboard
Connect with our Financial Planners
Experience unparalleled personal service from AWM&T’s team of seasoned investment management professionals focused solely on the military community. To get started today, contact us.
Photo L to R: Risa Stolker, Erin Kinkade, Haley Thomas, and Brittany Benassi