Phone (561) 872-2035Fax (561) 416-2993
Mobile Phone (561) 702-4369
Roger is the founder and Managing Director of Benchmark Financial.
Roger has served as a financial professional since 1993 and has achieved the professional designations of CFP® (Certified Financial Planner™), AIF® (Accredited Investment Fiduciary), ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter).
CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience and ethical requirements.
The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Roger also holds the Series 63, and 65 registrations and FL Life, Health & Variable Annuity license.
Phone (561) 872-2033Fax (561) 416-2993
Mobile Phone (954) 729-3013
Philip is a Partner at Benchmark Financial.
Philip focuses on families and business owners and provides clients with wealth guidance solutions through comprehensive financial planning to help protect, simplify and organize their total financial picture. He believes that an advisor’s true worth is helping align a client’s financial goals with their personal values so they can make smart money decisions and ultimately experience peace of mind.
Philip has achieved the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™) and RICP® (Retirement Income Certified Professional). CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience and ethical requirements. The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help clients create sustainable retirement income. Philip also holds the Series 66 registration and a FL Life, Health & Variable Annuity license.
Philip graduated summa cum laude from Palm Beach Atlantic University with a Bachelor’s of Science degree in Accounting.
Philip is very active in his surrounding communities and holds the positions of:
Phone (561) 872-2034Fax (561) 416-2993Mobile Phone (954) 234-6825E-mail firstname.lastname@example.org
Andrea is the Director of Operations for Benchmark.
Andrea has been with the firm since 2003 and has hands on operations experience in Financial Planning, Insurance and Investments. Her experience all areas of the firms practice, enables her to efficiently oversee the firms’ administrative staff and provide support and guidance.
Andrea also serves as a liaison between clients and advisors to ensure client’s needs are being met. Andrea's sharp eye for detail and attentiveness to make her an invaluable resource for clients.
Andrea spends most of her free time chasing her 2 young sons around town. She enjoys family time and loves going on new adventures.
Phone (561) 872-2039Fax (561) 416-2993
Mobile Phone (561) 508-9884E-mail email@example.com
Will is the Director of Investments for Benchmark.
Will has been active in the financial services industry since 2007. As a Portfolio Advisor with Benchmark Financial, Will helps clients create prudent investment portfolios that are aligned with their financial goals.
Prior to joining Benchmark, Will was employed as a Vice President and Sr. Analyst for a Boston-based investment advisor. He has worked with clients researching, reporting on, and reviewing their traditional and alternative investment portfolios. He began his career with the Bank of New York Mellon, serving as an alternative investment analyst to some of the largest hedge funds in the US.
Will received both a Bachelor of Science degree and MBA, with Finance concentration, from Northeastern University in Boston. He holds the Series 65 registration.
Will lives in a historic home in West Palm Beach with his wife and two young daughters. He enjoys Sunday brunches with his family, trips to the beach, and collecting from his mango trees during harvest season.
Phone (561) 872-2041Fax (561) 416-2993Mobile Phone (561) 504-7913E-mail firstname.lastname@example.org
Alex is a Wealth Advisor for Benchmark Financial
Prior to joining Benchmark Financial, Alex worked for PNC Private Bank where he held a variety of different roles within their Asset Management Group. Alex was part of the team that worked on creating risk reduction strategies for clients’ portfolios.
Alex will use his experience and eye for detail to support our financial planning and investment teams and will also spend time helping individuals and families with emerging wealth.
Alex graduated from the University of Pittsburgh, with a degree in finance and a minor in economics. He played collegiate soccer at Santa Clara University and The University of Pittsburgh.
Alex has been a CFA Charter holder since October of 2022. The Chartered Financial Analyst (CFA®) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute.
In his free time, you will find Alex coaching soccer, playing golf, or in the fall, attending as many Miami Dolphins games as possible.
Phone (561) 872-2043Fax (561) 416-2993
Mobile Phone (917) 225-2629E-mail email@example.com
Jillian is an Associate Wealth Advisor for Benchmark.
Prior to joining Benchmark Financial, Jillian spent most of her career working with clients to help them identify and achieve their financial goals.
Jillian provides a high level and broad range of client support for Benchmark. She works with closely with the advisory team in creating personalized financial planning strategies for clients and performs complex research and analysis supporting those solutions.
After obtaining her Bachelor of Science in Business Administration, Jillian moved on to achieving a master’s degree in business communications from Columbia University in New York, and ultimately an MBA.
Jillian has achieved the professional designations of CFP® (Certified Financial Planner™), ChFC® (Chartered Financial Consultant), and CLU® (Chartered Life Underwriter). CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience, and ethical requirements.
Jillian holds Series 66 licenses, as well as Life, Health, and Variable Annuity licenses in both Florida and New York.
Jillian enjoys walking along the water and has a passion for architecture, interior design, and carpentry.
Phone (561) 872-2040Fax (561) 416-2993
Mobile Phone (561) 282-8955E-mail firstname.lastname@example.org
Anita serves as the Relationship Ambassador for Benchmark.
Anita has been a member of the firm since 2014 and has over a decade of experience building relationships in the Financial Services field. Anita has an aptitude for building strong relationships and curating social media presence. She gives generously of her time with an ongoing commitment to volunteering for non-profit organizations, helping to make a positive impact in the community.
Outside the office Anita keeps herself busy by reading, kayaking, snorkeling, hiking, and anything else that involves spending time outdoors.
Phone (561) 872-2036Fax (561) 416-2993Mobile Phone (561) 702-6109E-mail email@example.com
Alison is a Client Service Coordinator at Benchmark.
Alison has been with the firm since 2015 and is responsible for onboarding new clients, as well as, servicing existing clients. Alison has over 15 years of experience in the Insurance and Investment industry and brings a great deal of knowledge and her welcoming personality to client experience.
Alison is also responsible for our paperless office process and making sure Benchmark’s clients are not overwhelmed with paper!
Alison enjoys spending time with her family and loves going to the beach.
Phone (561) 872-2038Fax (561) 416-2993
Mobile Phone (561) 414-8883
Alex is currently an associate with Benchmark and is in training to become a Wealth Advisor.
Alex assists our Advisory Team with all aspects of the financial and investment process. Alex also lends his support to Benchmarks Qualified Plan Group.
Alex graduated from Florida State University, with a degree in Finance, and is currently pursuing an MBA with a specialty in Finance.
In his free time, Alex enjoys golf, softball, basketball and is a volunteer coach for youth basketball.