FMG SUITE - Key Persons
Job Titles:
- Member of Our BenchMark Team
- Paraplanner
Meet Eden Watterson, a valuable member of our BenchMark team since the fall of 2018. After graduating from the University of Pittsburgh, Eden comes with a full license and a commitment to delivering a seamless BenchMark Process for our clients. Her main focus revolves around addressing client needs, crafting financial plans, and ensuring that investments are rebalanced for an exceptional client experience at every stage. Eden's positive personality and creative approach add a special touch to the BenchMark team.
Mindy Patterson leads efforts in effective client experience. Her focus is on personalized client service and communications in coordination with the Financial Advisors. She began her career with BenchMark Financial Advisors in January 2014 where she quickly rose to an Administrative Assistant to Timothy Miller and Stephanie Hunter. Mindy is a highly organized person with exceptional customer relation skills. Clients appreciate her friendly and upbeat personality. She brings a variety of knowledge and experience to helping clients through a variety of confidential and time sensitive responsibilities. Mindy enjoys being part of this exceptional team and continuing trusting relationships that are built with the focus around the client.
Job Titles:
- Partner at BenchMark Financial Advisors
Stephanie Hunter has been a partner at BenchMark Financial Advisors since 2012. Stephanie's primary role is financial planning; in other words, she helps clients prioritize, set goals and plan for financial security. She has 20+ years of experience financial counseling for people throughout various stages of life. "A person's financial situation and their personal life go hand-in-hand. I love working with people on a personal level. I know when their children are getting married, when they buy a new house and when a loved one passes away. I have a passion for helping my clients plan for a better future."
Stephanie is a graduate of the University of Pittsburgh. Her previous experience includes working as a Vice President at PNC Investments and a Financial Advisor for Wells Fargo.
Meet Tim, your experienced financial guide. With a career spanning over three decades, Tim embarked on his journey as a financial advisor in 1987 with Merrill Lynch. He honed his expertise by earning an investment degree from the prestigious Wharton School. His professional passion lies in the financial planning process, a tool used to help clients pursue their goals. As Tim puts it, "It's rewarding to see our clients enjoy their retirement and reduce financial stress thanks to the work of our team and the BenchMark process."