Commonwealth Financial Network has successfully welcomed an advisor team from Lincoln Investment, bringing in approximately $384 million in assets. The team, based in Harleysville, Pennsylvania, operates under the name Tupelo Wealth Partners and consists of advisors Les Benzak, John Gallagher, and Lynn Craig.
Tupelo Wealth Partners is known for offering a broad range of wealth management consulting services, with a specialized focus on Pennsylvania’s pension plan.
Benzak accredited the technology, culture and leadership as reasons for the transition. By joining Commonwealth, Benzak believes the practice will be able to save time and focus more on its goal of tripling assets under management through both organic and inorganic growth strategies.
Benzak has been in the financial industry since 2001, starting his career with Lincoln Investment and has also been associated with Capital Analysts. Gallagher entered the industry in 1993 with CitiStreet Equities and has a history with several other firms including Metropolitan Life Insurance Co., MetLife Securities, and Lincoln Investment. Craig's industry experience dates back to 1984, starting with First Investors Corp, and includes associations with multiple organizations such as The Great-West Life Assurance Co., Butcher & Singer, and CitiStreet Equities. All three advisors hold CFP designations.
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