Booth Financial Associates - a unique approach to financial planning

Your Wealth Well Managed

Our Staff

Jim Booth

Jim Booth, founded Booth Financial Associates in 1992 as a financial services firm focused on the needs of individuals and small businesses, and a consulting firm specializing in administering retail and commercial sales programs for financial institutions. He is a life/health agent, full service insurance broker and registered securities principal of INVEST Financial Corporation.

Jimmy Booth

Jimmy Booth is a financial associate of Booth Financial. He has been with the firm since graduating from college in 1997. He holds licenses as a general securities representative, a registered investment advisor, and a registered securities principal through INVEST Financial. In addition he holds insurance licenses for coverage in life, health, disability, long term care, and property and casualty.

David M. Booth

David Booth is Booth Financial Associates’ comptroller. He is also a member of its investment committee, overseeing the daily activities of its managed account portfolios. Prior to joining the family business in 2001, David studied finance at Northeastern University. David holds licenses in Life & Health Insurance. He is an associated person of INVEST Financial Corporation.

Stephen G. Bentkover

Stephen Bentkover is the Director of Personal Insurance Products for Booth Financial; which includes Life, Disability and Long Term Care Insurance. He has been with the company for three years. He entered the financial service field in 1991 after having had successful careers in both the Retail management and Publishing industries. He trained through the Life Underwriters program and has taken advanced estate planning courses from the American College. Stephen specializes in Insurance and Benefit planning for Businesses, Individual Insurance planning, and Estate and Retirement strategies. He is a registered representative of INVEST Financial Corporation.

Kim Paulk

Kim joined Booth Financial in 2003. Her responsibilities with the firm run the gamut from receptionist to secretary office manager. Her experience has allowed her to answer the vast volume of calls that come in everyday, handle all correspondence, including processing all account forms and troubleshooting with our broker dealer. She is a sales assistant of INVEST Financial Corporation, our broker/dealer. Kim’s skills were honed here at Booth Financial and with her former employer, The Stamford Capital Group.

Robert Cripps

Bob Cripps is a Senior Financial Consultant for Booth Financial Associates and a registered representative of INVEST Financial Corporation. Bob brings 23 years of industry experience in financial services. . He has provided financial advice to a myriad of investors who appreciate a conservative point of view, specializing in retirement planning and long-term savings programs. Before joining Booth Financial Bob was an investment advisor with several major banking institutions.

Charles Yost

Charlie’s mission is to provide his clients with a vast array of resources to help them develop strategies for his clients to help build wealth, reduce taxes, and protect the people who depend on them for support.

Frank Trentacosta

Frank’s main area of expertise is in employee benefits. As a broker manager for several insurance agencies, he has worked with firms to develop and implement benefit plans both on a group basis, as well as for key employees.

Rafiq Wiley

Rafiq focuses on individuals, families, small and mid-size organizations in order to help them reach their short and long-term financial goals.

Joel Hamlin

Joel has over 27 years of insurance experience. Prior to founding his own agency in 1988, Joel was a financial planner. He is also a Registered Representative of INVEST Financial Corporation.

Julie LaMere

Julie specializes in personal lines products, investments and group health insurance.

Diana Booth

Diana is responsible for assisting with licensing of all representatives and insurance agents. She is also responsible for maintenance of office procedures to assure compliance with industry standards.

Ron Lupia

Ron started his business career over 47 years ago with John Hancock Life Insurance Company. After advancing to management, he decided to return to individual sales, serving both the business and individual establishment.

Charles Wild

Year Finance Career Began: 1999 Specialization: -Comprehensive Financial Planning -Qualified Benefit Plan Design & Implementation -Deferred Compensation Plan Design & Implementation -Business Continuation Planning Education & Credentials: -The American College, Bryn Mawr, PA, Certified Financial PlannerTM Certification Program -State University of New York at New Paltz School of Business, Bachelor of Science with Marketing Major [...]