Financial success shouldn't be left to chance. Let us help make it more of a likelihood.
Les Benzak
CFP®, EA
With over 20 years of experience, Les has built his career in financial planning by providing personalized service focusing on each clients’ unique circumstances and aspirations. As a CERTIFIED FINANCIAL PLANNER® professional, Les partners with his clients to help them identify their priorities and develop a plan to pursue their most important financial goals. He is a founding member of Tupelo Wealth Partners, a full service investment services consulting firm in Harleysville, PA. The team at Tupelo Wealth Partners provides a wide range of financial planning services and uses time-tested methods to help clients implement and monitor their individually tailored investment plan. Tupelo Wealth Partners offers a broad array of products and the knowledge gained only through decades of experience.
Les grew up in Bethlehem, PA, and has lived in Boston, New York City, Amsterdam, and the suburbs of Philadelphia before moving to his home of over 10 years in Perkiomenville, PA. Les and his wife Carolyn have been together for over 30 years and enjoy attempting to train their two rescue dogs, Oscar & Hopey, that admittedly do not listen very well. Les & Carolyn are also bee-keepers who enjoy tending to their bees and harvesting honey when they aren’t hiking or running on the nearby Perkiomen Trail.
John Gallagher
CFP®, Accredited Investment Fiduciary
John began his financial career over 30 years helping clients plan for their financial futures and save for their retirement. Over the years he has developed extensive knowledge of financial planning securing his CERTIFIED FINANCIAL PLANNER® Professional and Accredited Investment Fiduciary® designations. With that experience, John is now a founding partner of Tupelo Wealth Partners, in Harleysville PA. John and the team at Tupelo Wealth Partners, strive to assist clients with growing and protecting their wealth for themselves and future generations.
For over three decades, John has developed an extensive knowledge base, strong integrity through years of experience working with generations of clients. John specializes in helping individuals work towards pursuing their financial goals by conducting regular financial updates, building financial plans, implementing recommendations and monitoring client portfolios.
John grew up in the East Falls section of Philadelphia and currently lives in Schwenksville, PA with his beloved wife Kelly and sons Jack and Keagan. John enjoys spending time with his family, watching his sons’ sporting events and loves the outdoors. He also enjoys playing ice hockey and coaching youth rugby.
Lynn Craig
CFP®
Lynn has been in the financial services industry for four decades and has built a reputation as an advisor to be counted on. She uses her training as a CERTIFIED FINANCIAL PLANNER® professional and her years of experience to help clients identify, prioritize, and pursue their financial goals. Lynn utilizes the “coach approach”, encouraging and cheerleading her customers to success. As a member of the team at Tupelo Wealth Partners, Lynn and her colleagues provide a steady foundation to help families to be financially successful for this generation and beyond.
As a lifelong resident of the Philadelphia area and a baseball lover, Lynn is an avid Phillies fan. When not rooting for the Phils, she enjoys traveling, cooking, hiking and biking with her husband, Bill. Her best times are time spent with family and friends.
Sage Bleakney
Financial Advisor
With nearly a decade of experience, Sage has built his career in financial planning by learning about clients beyond their financial aspirations. By understanding what money means to them and their financial needs, wants, and dreams he assists our financial advisors develop fully customized financial plans for individuals and families. Sage is technology forward in his approach to planning and engagement. Sage currently holds his FINRA Series 7 and 66 registrations as well as the PA Life and Health Insurance license.
Sage grew up in Abington, PA but currently resides in Ambler with his wife and two children. He is an a cappella enthusiast for over 20 years, a balloon twister for over a decade, a fan of Disney, and approaches everything with a heart of service and gratitude.
Susan Sorensen
Advisor Assistant
Susan has been in the financial services industry for more than 25 years as an assistant to numerous financial representatives at various firms. She began working with John Gallagher in 2016 as his Advisor Assistant and currently holds FINRA Series 6 and 63 registrations. She takes pride in providing Tupelo clients with personalized financial care and superior problem-solving skills. The favorite part of her job is her personal interactions and relationships she makes with our clients. Susan is always happy, greets each day with a smile, is people oriented and eager to provide excellent service to our clients.
Registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Maggie Sorensen
Advisor Assistant
Maggie provides support to Les Benzak as his Advisor Assistant. She began her career in the back office of a broker dealer but now oversees administrative activities including account openings, asset transfers and addressing client needs with respect to their accounts. Client satisfaction is important to Maggie. She builds lasting relationships by being open and friendly, providing professionalism and accountability, and possessing a “can-do” attitude.