Summary
Overview
Work History
Education
Certification
Timeline
Generic

Les Benzak

Perkiomenville,PA

Summary

With over 20 years of experience as a financial advisor, tax professional and business owner, I have the skills necessary to ensure lawful, appropriate and efficient oversight of Montgomery County's funds. I am a Certified Financial Planner® and an Enrolled Agent with the IRS enabling me to represent clients and small businesses in tax related matters.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Principal, Business Owner

Tupelo Wealth Partners
Harleysville, PA
11.2023 - Current

Business Owner

Lincoln Investment
Harleysville, PA
09.2001 - 11.2023
  • Collaborate with clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Provide ethical, objective and comprehensive financial planning advice including education funding, estate planning and insurance gap analysis.
  • Analyze wills, insurance policies and corporate contracts for potential financial risks and opportunities for more favorable outcomes.
  • Provide educational sessions relating to investing strategy, pension optimization, and retirement planning to large and small groups within the community.
  • Oversee office and staff including policy development, budgeting, managing payroll, and hiring/discipline determinations.

Commissioner

Abington Township
Abington, PA
01.2006 - 05.2012
  • Elected in 2006 and re-elected in 2010 with over 74% of the vote in a contested election.
  • Ensured compliance with First Class Township Ethical Code of Conduct and the Sunshine Act.
  • Appointed Planning Committee and Zoning Hearing Board members to promote smart development.
  • Liaised with PA state representatives, PA state senators, and Montgomery County to get all five volunteer fire companies the resources they needed.
  • Served on the Finance Sub-Committee to evaluate and approve budgets for the Abington Police, Code Enforcement, and Parks and Recreation.
  • Successfully led an initiative to have Township Meetings broadcast on the Public Access Channel to increase communication and transparency for taxpayers.

Derivatives Trader

ING Bank N.V
Amsterdam, The Netherlands
06.1996 - 04.2001
  • Market Maker on Dutch Option Exchange in Amsterdam, NL.
  • Traded options for various international stock conglomerate leaders, including Philips Electronics, Royal Dutch Shell, KLM Airlines, and Unilever.
  • Executed financial due diligence and created a valuation model across different international exchanges.

Education

Bachelor of Science - Aviation Science

Bridgewater State University
Bridgewater, MA
01.1993

Certification

Certified Financial Planner®, 2004

Enrolled Agent, 2015

Timeline

Principal, Business Owner

Tupelo Wealth Partners
11.2023 - Current

Commissioner

Abington Township
01.2006 - 05.2012

Business Owner

Lincoln Investment
09.2001 - 11.2023

Derivatives Trader

ING Bank N.V
06.1996 - 04.2001

Bachelor of Science - Aviation Science

Bridgewater State University

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Les Benzak