Your Dedicated Team

Roger Kalina, CFP®, AIF®,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

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. 

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

Thomas is the Chief Wealth Strategist at Benchmark Financial.

Thomas brings over 25 years of wealth management experience and more than a decade of expertise in not-for-profit governance. His progressive leadership and unwavering commitment to excellence distinguish him in the industry. As a change agent and integrative thinker, Thomas consistently seeks optimal outcomes for the most complex client situations. He concentrates on investment committee oversight and private markets (alternatives) due diligence, ensuring their effective integration into the firm’s strategies and client portfolios. His strategic vision helps drive the firm’s growth along with his direct oversight of the Investment Committee assists the firm in making prudent decisions aligned with the clients’ financial objectives.

Thomas has extensive experience serving ultra-high-net-worth (UHNW) clientele and formally managing complex Family Office relationships at one of Canada’s largest banks. His deep understanding of asset allocation, investment planning, and multi-generational family dynamics uniquely positions him to navigate intricate wealth transfer matters. He excels in building and maintaining UHNW client relationships and managing complex investment management relationships.

A sought-after speaker and moderator, Thomas engages in discussions on Private Markets, Asset Allocation, and Investment Management. His governance expertise is highlighted by his service on numerous not-for-profit boards, including the largest Donor Advised Fund (DAF) in Canada, with assets exceeding $700 million. He also chaired the Governance Committee for a community hospital foundation. His board governance background underscores his capability to act as an independent investment oversight consultant for boards of directors of not-for-profit organizations.

Thomas is a lifelong learner, having attended Harvard Business School’s programs in investment, not-for-profit governance, and leadership. His academic achievements include a Master of Laws (Business Law) degree from Osgoode Hall Law School (York University, Canada). He holds the ICD.D designation for Corporate Directors in Canada, as well as the FEA (Family Enterprise Advisor) and CBDA (Certified in Blockchain and Digital Assets) designations, and is a Series 65 registrant.

Beyond his professional pursuits, Thomas is a dedicated philanthropist. In 2018, he successfully climbed Lobuche East in the Himalayas, raising over $90,000 towards a $1 million team goal in support of the veteran community. When not scaling peaks, Thomas enjoys skiing, cycling, and is an aspiring golfer. He also spends time hiking and enjoying the local beach community with his wife and Australian Labradoodle, Sonny.

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

Will is the Director of Investments for Benchmark.

He leads the research and development of investment portfolios that we believe are prudent, thoughtfully constructed, and reflective of the commitment to serving clients’ financial interests. Will has been active in the financial services industry full-time 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 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 institutional investors in the US including well known pensions, endowments, and hedge funds.

Will received both a Bachelor of Science degree and MBA, with Finance concentration, from Northeastern University in Boston. He holds the Series 65 registration, as well as the Accredited Investment Fiduciary (AIF) designation.

Will lives in West Palm Beach with his wife and three young children. In his spare time, Will enjoys golf, brunches with his family, tackling home improvements, and following his New England Patriots.

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

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

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.

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

Alex Manolakos, MBA, CRPS™

Associate Wealth Advisor

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

Alex is an Associate Wealth Advisor with Benchmark and assists our Advisory Team with all aspects of the financial planning and investment process. Alex is also a member of Benchmark's Qualified Plan Group and focuses on employee education, employee enrollment and ongoing plan due diligence . 

Alex has an MBA from Florida State University with a specialty in Finance, as well as an undergraduate degree from Florida State University in Finance.  Alex also holds the Chartered Retirement Plans Specialist™ designation.

In his free time, Alex enjoys golf, softball, basketball and is a volunteer coach for youth basketball.

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

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.