Meet Our Team
Meet the experienced team behind Ashley Investment Solutions, LLC. Each member of our firm is dedicated to delivering thoughtful guidance, clear communication, and tailored financial strategies that align with your goals. We’re committed to creating a positive, confident experience for every client by combining deep financial expertise with a genuine focus on long-term relationships and your overall financial well-being.
Benita Cole, FIC
CEO and Advisor
As an independent financial advisor, I have a wide variety of financial products paired with knowledge and experience to create individualized financial plans for each client. I specialize in retirement income planning and tax-efficient wealth accumulation. My goal is to design a financial plan that is flexible enough to handle life’s changes. I am committed to developing a lasting relationship with my clients throughout each stage of their life.
My role is to help you:
• Define your goals and
objectives.
• Assess your current financial
situation.
• Create a plan that will grow with you in
the future.
• Help you get started and then review and
adjust your plan over time.
Bette Montenegro
Account Manager
Hi, my name is Bette Montenegro, and I am the Account Manager at Benita Investment Solutions. I am a graduate of Jacksonville State University, where I obtained my bachelor’s degree in business administration with a focus in accounting. I always strive to provide the most thorough and effortless experience for our clients’ day-to-day requests when I communicate with them. Clients can rely on me to assist them with any of their account management needs. When I’m not working, I love to read, enjoy days outdoors and on the river, and spend quality time with my family and friends. I am passionate about upholding a faithful and reputable image that reflects the core values of Benita Investment Solutions.
Simran Kaur
Account Specialist
Hi everyone. My name is Simran Kaur. I am the Account Specialist at Benita Investment Solutions. I am a graduate of UAB where I obtained my bachelor’s degree in accounting and criminal justice. My role is to ensure clear and concise communication throughout your tenure as an Benita Investment Solutions client. I have worked for Andrea for the past five years. I have been here throughout the pandemic and Andrea’s transition to becoming an independent advisor. When I am not working, I enjoy traveling to new places, reading books, and trying different foods. I am passionate about my faith and strive to show that in every interaction I have with you.
Callie Hill
Marketing Coordinator
Email Callie
Hi! My name is Callie Hill, and I am the Marketing Coordinator at Benita Investment Solutions. I graduated from Jacksonville State University in 2023 with my bachelor’s degree in marketing. In my role, I manage all aspects of our brand’s marketing strategy, from social media content to designing printed materials and supporting client engagement efforts. I work hard to ensure our messaging is clear, professional, and aligned with the values of our firm. I’m passionate about digital marketing and take pride in maintaining a strong, consistent brand presence that reflects the trust and professionalism our clients expect. Outside of work, I enjoy spending time with my husband and our golden retriever, as well as shopping and traveling as much as I can.