About Me:
In 2005, I opened the doors to Benold Financial Planning with one simple idea:
Families need a clear plan for their money — just like they need a clear plan for their health.
But I did not start my career in finance.
Where It All Began
I followed in my father’s footsteps and became a family doctor. For 30 years, I cared for patients, listened to their concerns, and helped them heal.
Before that, I studied at Rice University, where I double-majored in Economics and Biology. That’s where my love for people and numbers first came together.
While still in college, I opened my first brokerage account. Soon, I was helping other students invest their savings. I loved showing them how small, smart steps could grow into something big.
That spark never went away.
A New Chapter
After 30 years as a physician, I chose to follow my second passion — financial planning.
Today, I serve families as a CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Advisor. My job is simple:
Listen carefully
Build a clear plan
Guide families step by step
A Life of Service
Serving others has always been part of who I am.
I am active at First United Methodist Church Georgetown, where I sing in the choir and have taught Sunday School since 1988.
I served 32 years as Medical Director of Williamson County EMS, helping train paramedics to care for our community.
I’ve been a long-time member of the Rotary Club.
I also served on the Georgetown School Board.
I even keep my medical license active and see a few patients each week — because caring for people is simply what I do.
Life Outside the Office
My wife and I live in Georgetown, Texas, with our schnauzer, Lotti.
We have two grown children and five wonderful grandchildren who keep life joyful and busy.
When I’m not helping families with their financial plans, you might find me:
Gardening
Reading a good book
Driving my Bobcat out at our family ranch
