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Rachel Benton

Financial Advisor

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Rachel is a Financial Advisor at B.I.G. Investment Services. She earned her degree in Business Management from Wilmington University and has nearly 20 years of experience in management and operations. In addition to finance, her professional background includes property management, marketing, and real estate, giving her a broad perspective and a practical approach to helping individuals and families navigate important financial decisions. 

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For Rachel, financial advising is about much more than managing money. She enjoys building meaningful relationships and getting to know her clients’ goals, dreams, and priorities. She values the opportunity to be a trusted resource throughout each season of life and enjoys celebrating important milestones along the way—weddings, new babies, kids heading off to college, retirement, and everything in between.

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Rachel is passionate about empowering individuals to make informed financial decisions with confidence. She believes financial planning should be approachable and understandable, rather than overwhelming or intimidating. Whether someone is just beginning to build their financial foundation or preparing for the next chapter of life, Rachel strives to meet people where they are, help them understand their options, and give them the confidence to move forward.

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Outside of work, Rachel enjoys interior design, music, a good cup of coffee, and spending time with her husband, Benjhe, and their four children. She especially values the ordinary moments of family life and believes there is plenty of joy to be found in imperfect, everyday moments.

B.I.G. Team

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President, Chief Investment Officer

David is the Founder and President of B.I.G. Investment Services. He got his start in financial services through the life insurance industry in 1993 and has been serving individual investors as a full service financial advisor for over 20 years.

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Chief Compliance Officer, Financial Advisor

Christina is the Chief Compliance Officer and a Financial Advisor for B.I.G. Investment Services. She is a graduate of Wilmington University with a degree in Business Management and Finance.

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Financial Advisor 

Daniel is a Financial Advisor at B.I.G Investment Services. He holds a bachelor’s degree in Business Administration from Liberty University. 

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Chief Operating Officer

302-734-7526
cdill@abigplan.com

Carol is the Chief Operating Officer of B.I.G. Investment Services. She attended Wilmington University for Business Management.

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Marketing Director

302-734-7526
admin@abigplan.com

Tessa is the Marketing Director for BIG Investment Services. She graduated from Bellevue University with a degree in Business Management and Marketing.

Jaliyah Gardner

Office Manager

302-734-7526
admin@abigplan.com

Jaliyah Gardner is the Office Manager at BIG Investment Services, where she plays a key role in keeping daily operations efficient and organized.

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C.E.O "Chief Emotional Officer"

302-734-7526
admin@abigplan.com

Skipper is the C.E.O. “Chief Emotional Officer” at B.I.G. Investment Services. His main role is to greet clients with a welcoming and happy disposition as well as work with B.I.G. staff to keep their spirits lifted throughout the day.

Fiduciary Duty: Putting YOU First

As a fee-only firm, B.I.G. Investment Services operates as a fiduciary, which means we are legally and ethically bound to act in the best interests of our clients.

This fiduciary duty requires us to provide investment advice that prioritizes our clients' needs above our own, ensuring transparency, honesty, and loyalty in all financial dealings. By adhering to this standard, B.I.G. Investment Services commits to making decisions that align with the clients' financial goals and circumstances, avoiding conflicts of interest, and providing full disclosure of any potential conflicts. This fiduciary responsibility fosters trust and confidence, allowing clients to rely on the firm for unbiased, client-focused financial guidance.

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Boothe Investment Group Inc. (“B.I.G. Investment Services”) is registered as an investment adviser with the Securities and Exchange Commission.   Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by B.I.G. Investment Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of B.I.G. Investment Services, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Contact B.I.G. Investment Services

450 Kings Hwy N.E., Dover, DE 19901

Local: 302-734-7526

Toll-Free: 1-866-946-7526

info@ABigPlan.com

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