Biographies

Biographies

 

 

 

Edward G. Benz, Jr.

President

Ed Benz is the president and owner of Benz Financial Services, Inc., an independent financial services firm based on Cape Cod, Massachusetts.

Ed graduated from Gettysburg College in 1985 with a degree in business administration. After college, he spent 10 years working in Boston for large investment and banking institutions. In 1995, he moved back to his hometown of Orleans, Massachusetts, and established Benz Financial Services, Inc. The move from a large product-driven sales environment to a small independent firm was a breath of fresh air for both Ed and his clients. Ed enjoys getting to know his clients and understanding what is truly important to them. Through this process, he builds lasting relationships with his clients and their families and takes pride in being a trusted resource for all of their financial needs.

Ed holds the following licenses and registrations:

  • FINRA Series 7 and 63 securities registrations (through Commonwealth Financial Network®)
  • Health and Variable Insurance License
  • Life and Disability
  • Long-Term Care Certification
  • Investment Adviser Representative with Commonwealth Financial Network

He has served on the Board of Directors of the Massachusetts Chapter of the Alzheimer's Association, Nauset Endowment Foundation, Oceana Soccer Club, and Eastward Ho! Country Club.
 
In his spare time, Ed enjoys playing both tennis and golf, as well as driving on the Cape's outer beaches in his restored 1975 Scout II.  Ed and his wife, Amy, live in Orleans where they've raised their two college-age daughters, Haley and Georgia.

Bonnie Phair

Financial Assistant, Compliance Manager

Bonnie has worked with Commonwealth Financial Network since 2006 and joined Benz Financial Services, Inc., in 2009. Bonnie will guide you through the processes and forms required to accomplish your financial goals and track your transactions to ensure accuracy and maximize efficiency. Bonnie also oversees compliance with office operations under FINRA guidelines.

Bonnie and her family live in Yarmouthport, Massachusetts. In her free time, she enjoys tennis, gardening, going to the beach, and spending time with her young son.

Bonnie is a notary public. 

Jordan Traub

Service Advisor

Jordan Traub joined Benz Financial Services in 2018.  Jordan works closely with Ed to identify client needs and opportunities, prepare reports and proposals, and assist clients with account service inquiries.   

Jordan earned a BA in economics from Holy Cross, where he served as captain of the rowing team.  Before deciding on Cape Cod as his home, Jordan worked for both J.P. Morgan and Merrill Lynch. 

Jordan holds FINRA Series 7 and 66 securities registrations and is working to obtain his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification.

When Jordan is not in the office, you can find him in or on the water where he enjoys surfing, boating, and fishing.