David Quinn
PartnerDavid is a partner and advisor, and a good share of the firm's growth traces back to his line work. He would rather hear your question than rehearse an answer — his door, and his calendar, stay open accordingly.
The survey party.
Five people, added slowly and on purpose. Every one of them can read your plan, and every one of them will know your name when you call. Here is the register, in full.
Deliberately small · Deliberately thorough · (231) 555-0162
Sheet 02 · Party chief
Founder · Managing Partner, Investment Advisor
Ellen Marsh, CFP®
Ellen founded Benchmark after 19 years in financial planning and wealth management, and she runs it the way a surveyor runs a line: instruments checked, datum stated, every measurement recorded where the client can read it. She still reviews every plan that carries the Benchmark mark — and when the phone rings, the voice that answers is usually hers.
“Every honest survey begins at a fixed point. I set ours at the client — each measurement we take runs from where you stand.”
Sheet 03 · The field crew
Register of crew
Four more names on the sheet.
Every plan at Benchmark is carried by people who know your name — not a call center. Here's who answers.
Sarah Okafor
Director of OperationsSarah runs operations at Benchmark. She checks the small measurements twice — paperwork filed, dates logged, nothing left to memory — so the firm's promises hold on schedule without anyone having to notice the effort.
Peter Lindqvist
Growth & MarketingPeter carries growth and marketing for the firm. The internal tooling that keeps Benchmark orderly is largely his, and so is most of the writing and publishing that goes out under the Benchmark mark.
Maya Reyes
Client Service ManagerMaya is Benchmark's Client Service Manager and the keeper of the field notes — paperwork, scheduling, transfers, and the small logistics that make a twice-a-year review actually happen twice a year. A northern Michigan native, she's usually the second voice you'll hear after Ellen's.
Sheet 04 · Final benchmark
Meet us properly
When you call, one of these people answers.
Start with a conversation. No pitch, no obligation — bring nothing but your questions.
When you call, a person answers — most often Ellen · No obligation
Benchmark placedYou are the fixed point
Call
(231) 555-0162
Email
ellen@benchmarkfp.com
Office
88 Mitchell Street, Suite 3
Petoskey, MI 49770
Petoskey, MI 49770