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GET TO KNOW US

Meet the Team

You can take comfort in working with us. We’re a caring, approachable, and knowledgeable team, led by an Advisor with more than 25 years of experience.

Edward G. Benz, Jr.

FOUNDER & PRESIDENT OF BENZ FINANCIAL GROUP

Growing up on Cape Cod, Ed always hoped he could find a career that would allow him to return. After gaining 10 years of banking and investment industry experience in Boston, he was happy to bring that knowledge back to Cape Cod in 1995 when he founded Benz Financial. The move from a large product-driven sales environment to his own client-centric business, affiliated with a small independent firm, offered Ed the opportunity to build meaningful and lasting relationships with his clients.

 

Although it isn’t always easy, Ed does his best to balance his work and life priorities. This is a core philosophy of the Benz Financial team. “We want our clients to enjoy more time living their lives and less time worrying about their finances.” Ed realized early in life that helping people was his calling – whether its mentoring high school or college students considering a career in finance, coaching community soccer, or just connecting with people. Ed takes personal satisfaction in trying to help.

 

When he is not in the office, Ed enjoys playing golf, tennis, or riding on the Cape’s outer beaches on his fat tire bike or restored International Scout II. Ed is passionate about supporting organizations that are doing great work in the community. He has also served on the Board of Directors of the Massachusetts Chapter of the Alzheimer’s Association, Oceana Soccer Club and Eastward Ho! Golf Club.

 

Ed and his wife, Amy, have raised two daughters and he cherishes his memories of coaching them in soccer, trips on college breaks, and picking them up at school on Friday afternoons for ski weekends in Vermont.

 

Ed graduated from Gettysburg College with a bachelor’s degree in business administration. He holds FINRA Series 7 and 63 securities registration and he is insurance licensed in life, health, disability and variable insurance. He holds his Long-Term Care Certification and is an Investment Advisor Representative with Commonwealth Financial Network.

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"I'm lucky enough to be able to help people every day. I'm proud to be there for my clients, whether it's in times of need or when they're celebrating personal goals or achievements."

Jordan Traub, CFP®

FINANCIAL PLANNING AND INVESTMENT ADVISOR

Jordan joined Benz Financial Group in 2018 and he works closely with Ed to identify client needs and opportunities. Prior to joining Benz Financial, Jordan spent several years working in large investment firms in Boston. Moving to Cape Cod where Jordan spent his summers growing up was a big commitment, but he’s glad he made the move.

 

Jordan has been on successful teams in the past. He was a Division 1 rower for the College of the Holy Cross and a two-year captain. He enjoyed rowing but really loved mentoring and encouraging others. While working as a lifeguard on Cape Cod during his college years, Jordan met a mentor who introduced him to the wealth management and financial planning world. Jordan found he could be a part of a team and someone who looked to for advice and guidance as a financial advisor. “I get the most satisfaction knowing we’re making our clients’ lives easier by being the people they can trust with their financial worries. I want to continue delivering our clients the best service and most advanced planning solutions they need to reach their goals.” That’s the reason why Jordan has obtained his CERTIFIED FINANCIAL PLANNER™ certification.

As is the case with many people, the ocean is what brings Jordan to Cape Cod. He tries to spend any free time he has on or in the water. Throughout the winter you’ll find him covered head to toe in his neoprene wetsuit, surfing every available storm. In the summer, he spends his weekends on the water in search of Atlantic bluefin tuna.

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"Being part of an independent financial planning practice gives me more autonomy to do what I enjoy most in this business, which is helping clients and being part of a great team."

Bonnie Phair

FINANCIAL ASSISTANT | COMPLIANCE MANAGER

Bonnie has been in the financial industry since 2006 and she joined Benz Financial Group in 2009. Bonnie oversees transfers and rollovers, establishes new accounts and banking features, and looks after estate planning matters. She also tracks your transactions to ensure accuracy while helping our firm adhere to compliance regulations.

 

Bonnie is an outdoors enthusiast and long-term Appalachian Mountain Club Member. She’s currently working on completing the 48 major summits of the White Mountains. When she is on the Cape, Bonnie enjoys cycling the woodland trails, growing vegetables, and making ice cream. “My dog, Chip, and I are currently researching a future book and blog. It’s going to be a travel guide written for people who are planning to visit Cape Cod with their dogs.”

 

Bonnie holds a bachelor’s degree from Rutgers University. She lives in South Yarmouth, Massachusetts with her husband, Travis, and son, Lucas.

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"I know at least one thing about every client personally – unrelated to their finances. That clearly speaks to the deep and authentic relationships we build with each of our clients."

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