Your Dedicated Team

Roger Kalina, CFP®, AIF®, CEPA™, ChFC®, CLU®

Founder/Managing Partner - Wealth Planner

Phone (561) 872-2035
Fax (561) 416-2993
Mobile Phone (561) 702-4369
E-mail rkalina@bfllc.com

AREAS OF FOCUS

• Entrepreneurs and Business Owners
• Business Succession and Exit Planning
• Retirement Income Planning
• Risk Management

CREDENTIALS

• Certified Financial Planner (CFP®)
• Accredited Investment Fiduciary (AIF®)
• Certified Exit Planning Advisor (CEPA™)
• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• Series 65 – Investment Adviser Representative

EDUCATION

• State University of New York at Cortland

COMMUNITY

• High-5 Basketball Head Coach. High-5 Basketball is a basketball program designed to enable children with disabilities to participate in the game of basketball. Our objective is for the athlete to experience the enjoyment of playing basketball, and to participate in a group activity for athletic and social goals.
• Active Supporter of Sweet Dream Makers. Sweet Dream Makers provides families in need with new, safe, clean beds and bedding at no cost.
• Active Supporter of Peter Blum Family YMCA of Boca Raton.

PROFESSIONAL PROFILE

Roger has served as financial professional since 1993 and formed a prior version of Benchmark Financial in 1999. He provides clients with a unique perspective; combining 20+ years of owning a business, coaching, financial advising and insurance planning to help people coordinate, integrate and simplify their financial life. Roger is known for getting “things” done and making sure no items fall through the cracks, so clients have the freedom to live their life to the fullest.

BEYOND THE OFFICE

Roger was born and raised in NY and moved to South Florida in 1992. South Florida is now home but some part of his blood, or accent, will always be in the Northeast. Roger has been active in youth sports for over 15 years and continues to support many organizations with his time, effort and fundraising abilities. In his free time, he enjoys spending time with his family and friends, playing tennis, swimming or attempting to play pickleball.

Please refer to our Form ADV Part 2B for a full description of any designations and/or licenses held.

Thomas Jędrej, CBDA, FEA, LL.M.

Chief Wealth Strategist

Phone (561) 872-2042
Fax (561) 416-2993
Mobile Phone (561) 884-5574
E-mail tjedrej@bfllc.com

AREAS OF FOCUS

• Ultra‑High‑Net‑Worth (UHNW) Families and Family Offices
• Strategic Asset Allocation Modeling
• Investment Committee Oversight and Advisory
• Private Markets & Alternative Investment Due Diligence
• Investment Governance & Consulting for Not‑for‑Profit Organizations
• Board‑Level Investment Policy Design and Review

MASTER PROGRAMS

• Master of Laws (LL.M.) – Business Law Osgoode Hall Law School, York University (Canada)

EXECUTIVE EDUCATION

• Chief Investment Officer Program Columbia Business School
• Investment Decisions & Behavioral Finance Harvard Kennedy School
• Governing for Nonprofit Excellence Harvard Business School
• Leadership for Senior Executives Harvard Business School

CREDENTIALS

• FEA – Family Enterprise Advisor
• ICD.D – Institute of Corporate Directors (Canada)
• CBDA – Certified in Blockchain and Digital Assets
• Series 65 – Investment Adviser Representative

COMMUNITY

• Member, South Palm Beach County Philanthropic Advisory Council
• Former board member of multiple not‑for‑profit organizations
• Board service with Canada’s largest Donor Advised Fund (DAF), overseeing assets exceeding $700 million
• Former Chair, Governance Committee, Community Hospital Foundation

PROFESSIONAL PROFILE

Thomas brings more than 25 years of wealth management experience and over a decade of not‑for‑profit governance expertise to his role as Chief Wealth Strategist at Benchmark Financial. Known for his progressive leadership style and clear strategic judgment, he serves as a trusted advisor to UHNW families, boards, and investment committees navigating complex financial and governance decisions.

He has formally managed Family Office relationships at one of Canada’s largest banks and brings deep experience across asset allocation, private markets, and institutional‑quality investment governance. His ability to balance intellectual rigor with practical execution positions him as a senior‑level thought partner to families and fiduciaries alike.

Within Benchmark Financial, Thomas provides direct oversight to the Investment Committee, helping ensure disciplined, long‑term decision‑making aligned with client objectives. He is also a sought‑after speaker and moderator on Private Markets, Asset Allocation, and Investment Governance.

BEYOND THE OFFICE

Thomas is a committed philanthropist and lifelong learner. In 2018, he summited Lobuche East in the Himalayas, raising over $90,000 toward a $1 million fundraising effort benefiting the veteran community.

Outside of work, he enjoys skiing, cycling, hiking, and pursuing his ongoing ambition to improve his golf game. He lives in South Florida with his wife and their Australian Labradoodle, Sonny, and spends time enjoying the local beach community.

Please refer to our Form ADV Part 2B for a full description of any designations and/or licenses held.

Andrea Spridik

Director of Operations

Phone (561) 872-2034
Fax (561) 416-2993
Mobile Phone (954) 234-6825
E-mail aspridik@bfllc.com

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 vast experience in 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 make her an invaluable resource for clients.

Andrea spends most of her free time chasing her 2 sons around town. She enjoys family time and loves going on new adventures.

Willard Schoch, AIF® 

Director of Investments

Phone (561) 872-2039
Fax (561) 416-2993
Mobile Phone (561) 508-9884
E-mail wschoch@bfllc.com

AREAS OF FOCUS

• High Net Worth Individuals and Families
• Family Office Services and Multigenerational Planning
• Investment Research and Model Development
• Alternative Investments and Private Markets
• Custom Portfolio Construction
• Tax-Aware Portfolio Management

CREDENTIALS

• Accredited Investment Fiduciary (AIF®)
• Series 65 - Investment Adviser Representative

EDUCATION

• Northeastern University, Boston, MA – Bachelor of Science, Business Administration
• Northeastern University, Boston, MA - MBA, Finance

COMMUNITY

• Vice President, Presidential Estates Property Owners Association (PEPOA), West Palm Beach
• Advisory Board, Holy Cross Catholic Preschool and Center, West Palm Beach

PROFESSIONAL PROFILE

Will Schoch is the Director of Investments at Benchmark Financial, where he chairs the investment committee and advises high net worth individuals, families, and family office clients on portfolio strategy, manager research, and alternative investments. He has been active in the financial services industry since 2007.

Prior to joining Benchmark, Will was affiliated with a Boston-based registered investment advisor with roots as a single family office, where he developed an appreciation for the bespoke, relationship-driven approach that defines true family office service. In that role he worked directly with clients on traditional and alternative investment portfolios, covering research, reporting, and ongoing reviews. He began his career at The Bank of New York Mellon as an alternative investment analyst serving some of the largest institutional investors in the country, including well known pensions, endowments, and hedge funds.

BEYOND THE OFFICE

Will serves his community as an elected board member and Vice President of the Presidential Estates Property Owners Association, and sits on the advisory board of Holy Cross Catholic Preschool and Center in West Palm Beach.

Outside of work, Will is a lifelong New England Patriots fan, can often be found tinkering in the garage on his vintage truck when he is not on the golf course. He and his family enjoy weekend brunches, days at the beach, and travel. He lives in West Palm Beach with his wife and three young children.

Please refer to our Form ADV Part 2B for a full description of any designations and/or licenses held.

Alexander Ligeti, CFA, CFP®

Wealth Advisor

Phone (561) 872-2041
Fax (561) 416-2993
Mobile Phone (561) 504-7913
E-mail aligeti@bfllc.com

AREAS OF FOCUS

• Individuals and Families
• Financial Planning
• Cash Flow Modeling
• Investment Management
• Derivative Solutions

CREDENTIALS

• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP®)

EDUCATION

• University of Pittsburgh - Bachelor of Science, Business Administration (Finance Major, Economics Minor)

COMMUNITY

• Member, CFA Society of South Florida
• Member, Delray Beach Chamber of Commerce
• Assistant Varsity Soccer Coach, North Broward Preparatory School

PROFESSIONAL PROFILE

Alex has been in the financial services industry since 2018 and has held various positions within the asset management group for a large private bank. He has been a CFA charter holder since October of 2022 and a CFP® professional since November of 2024.

BEYOND THE OFFICE

Alex has deep roots in the South Florida area. Born and raised in Boca Raton, he has a strong passion for the community and is an active participant in many local events. In his free time, he enjoys coaching/playing soccer, spending time outdoors, and rooting for the Miami Dolphins.

Please refer to our Form ADV Part 2B for a full description of any designations and/or licenses held.

Alex Manolakos, MBA, CRPS®, CPFA®

Associate Wealth Advisor

Phone (561) 872-2038
Fax (561) 416-2993
Mobile Phone (561) 414-8883
E-mail amanolakos@bfllc.com

AREAS OF FOCUS

• Retirement Plan Design, Implementation and Management
• Qualified Plan Participant Education and Financial Wellness
• Young Professionals & Emerging Wealth
• Investment Management & Portfolio Construction

CREDENTIALS

• CPFA® (Certified Plan Fiduciary Advisor) • CRPS® (Chartered Retirement Plans Specialist) • Series 65 – Uniform Investment Advisor

EDUCATION

• Florida State University, Bachelor of Science – Finance
• Florida State University, MBA - Finance

COMMUNITY

• Member, Delray Beach Chamber of Commerce

PROFESSIONAL PROFILE

Alex brings a disciplined, analytical approach to wealth management, specializing in retirement plan consulting and investment strategy for individuals, families, and business owners. As a Wealth Advisor at Benchmark Financial, he works closely with plan sponsors and clients to design, implement, and monitor customized financial strategies.

He works closely with business owners to design, implement and manage qualified plans to meet their personal and business needs. Alex partners with business owners and HR professionals to streamline plan administration, reduce complexity, and enhance employee outcomes.

BEYOND THE OFFICE

Alex maintains an active lifestyle and enjoys staying disciplined both physically and mentally. He regularly trains in the gym, plays golf, and participates in competitive sports.

Alex lives in South Florida and enjoys spending time with his girlfriend, friends, and family, often taking advantage of the local beach and outdoor lifestyle.

Please refer to our Form ADV Part 2B for a full description of any designations and/or licenses held.

Christian Long

Associate

Phone (561) 872-2046
Fax (561) 416-2993
Mobile Phone (216)469-4735
E-mail clong@bfllc.com

Christian is an Associate with Benchmark Financial, where he supports the advisory group in the areas of financial planning, investment processes, research, and client support.

Prior to joining Benchmark, Christian held various positions in Asset Management, Commercial Real Estate and Private Equity.

Christian is a graduate of Colgate University, where he double majored in Economics & Sociology while being a member of the NCAA Division 1 Men’s Ice Hockey team & Student Athlete Advisory Committee.

Christian has a passion for helping others through work and volunteering, with an educational and entrepreneurial spirit stemming from his founding of an Education Technology company based in South Florida, along with previously being the Community Outreach Director for the China Ice Hockey League in Hong Kong. Christian also volunteers as a hockey coach with the Boca Jr. Kings youth organization and the Florida Panthers Adaptive Hockey & Skating program in Fort Lauderdale, FL.

Outside of the office, Christian stays involved in the hockey world as the Head Coach of Florida Atlantic University’s Men’s Ice Hockey Club, where they won the AAU DII National Championship in 2025. 

In his free time, Christian enjoys spending time with his wife and baby daughter being active outdoors, at the beach or trying new restaurants and experiences together with family and friends.

Alex Orr

Associate

Alex is an Associate at Benchmark Financial, where he supports the firm in operations and service, as well as assisting Benchmark's advisory team in creating and maintaining our clients' wealth management plan.  

Alex uses his keen eye towards detail to help ensure our clients' lives are organized and simplified.

Alex graduated from Florida State University with a degree in Interdisciplinary Social Sciences, bringing a broad and adaptable perspective to his work in financial services.

As an intern, turned Associate, Alex is looking forward to continuing to learn and enhance his knowledge in financial services. 

Outside of the office, Alex enjoys spending time outdoors, especially fishing and hiking.

Alison Martin

Client Service Coordinator

Phone (561) 872-2036
Fax (561) 416-2993
Mobile Phone (561) 702-6109
E-mail amartin@bfllc.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.

Lauren Zeigen

Client Service Coordinator

Phone (561) 872-2048
Fax (561) 416-2993
E-mail lzeigen@bfllc.com

Lauren is a Client Service Coordinator at Benchmark.

Lauren is responsible for client management, which entails helping new individuals, families, and corporations join our firm, their day-to-day service needs as well as answering any questions they may have.  

Lauren has over 10 years of experience in customer service and thrives on providing concierge-level service with a personal touch.  

Lauren enjoys spending time with her husband and going on new adventures.

She is also passionate about learning and enhancing her knowledge of finances and productivity.