facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Your Dedicated Team

Roger Kalina, CFP®, AIF®, ChFC®, CLU® Photo
Read Bio

Roger Kalina, CFP®, AIF®, ChFC®, CLU®

Founder/Managing Partner - Wealth Planner

Roger Kalina, CFP®, AIF®,ChFC®, CLU®

Founder/Managing Partner - Wealth Planner

Phone (561) 953-1499
Fax (561) 416-2993
Mobile Phone (561) 702-4369
E-mail rkalina@bfllc.com


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. 

Philip Piedt, CFP®, RICP® Photo
Read Bio

Philip Piedt, CFP®, RICP®

Partner - Wealth Planner

Philip Piedt, CFP®, RICP®

Partner - Wealth Planner 

Phone (561) 953-1490
Fax (561) 416-2993
Mobile Phone (954) 729-3013
E-mail ppiedt@bfllc.com

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:

  • Board member at the Peter Blum YMCA of S. Palm Beach County
  • Board member of Westminster Academy, Ft. Lauderdale
  • Board member of the PULSE, young professionals group of the Boca Raton Chamber of Commerce
  • Member of the Financial Planning Association of South Florida
Mark Zikeli, CFA® Photo
Read Bio

Mark Zikeli, CFA®

Director of Investments

Mark Zikeli, CFA®

Director of Investments

Phone (561) 953-1429
Fax (561) 416-2993
Mobile Phone (262) 490-8003
E-mail mzikeli@bfllc.com

Mark is the Director of Investments for Benchmark Financial. 

Mark has been in the securities and investment industry since 2012.  He oversees the firm’s investment process, portfolio design and implementation.  

In his role as Director of Investments, Mark develops wealth management and investment strategies tailored to a client’s particular situation and financial objectives. He can simplify the complex world of investments by using practical planning solutions.

Prior to joining Benchmark Financial, Mark worked as a Research Analyst at a growth-oriented mutual fund focusing on macro-economic and individual equity research. Mark also has past work experience  as a Research Analyst at an independent equity research firm covering securities in various industries. 

Mark graduated from the University of Wisconsin-Milwaukee, Lubar School of Business with a degree in finance and a certificate in applied investment management. 

Mark has been a CFA Charterholder since August of 2018. 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 Mark on the golf course or enjoying some great live music at a concert. 

Willard Schoch, AIF®  Photo
Read Bio

Willard Schoch, AIF®

Portfolio Advisor

Willard Schoch, AIF® 

Portfolio Advisor

Phone (561) 953-1494
Fax (561) 416-2993
Mobile Phone (561) 508-9884
E-mail wschoch@bfllc.com

Will is a Portfolio Advisor 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.         

Andrea Spridik Photo
Read Bio

Andrea Spridik

Director of Operations

Andrea Spridik

Director of Operations

Phone (561) 953-1493
Fax (561) 416-2993
Mobile Phone (954) 234-6825
E-mail aspridik@bfllc.com

Andrea is the Director of Operations and serves as a Client Relationship Manager.

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.


Anita Colombo Photo
Read Bio

Anita Colombo

Relationship Ambassador

Anita Colombo

Relationship Ambassador

Phone (561) 953-1524
Fax (561) 416-2993
Mobile Phone (561)282-8955
E-mail acolombo@bfllc.com


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. 

Alison Martin Photo
Read Bio

Alison Martin

Client Service Coordinator

Alison Martin

Client Service Coordinator

Phone (561) 953-1486
Fax (561) 416-2993
E-mail amartin@benchmarkfinancial.info


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.