Empowering Families to Become Exceptional Savers While Building Financial Confidence and Lasting Wealth
After more than 30 years in the financial services industry, Stephen “Bennie” relocated from New Zealand to the United States with a desire to apply his extensive investment knowledge to support professionals and business owners. Motivated by the opportunity to make a personal impact, Bennie values face-to-face interactions and building meaningful relationships with his clients.
In 2025, Bennie joined The Bulfinch Group, aligning his passion for financial wellness with a mission to help others navigate life’s financial complexities. He specializes in personalized financial strategies, cash flow management, investment management and protection planning, with a particular focus on guiding professionals and business owners through tailored solutions.
Bennie’s mission is to collaborate with clients to clarify their financial goals and implement plans that offer both flexibility and long-term protection. Committed to making a difference early in people’s financial lives, he is dedicated to educating and empowering individuals throughout their financial journeys.
He holds an honors Bachelor of Commerce degree in Business Studies and Accounting from the University of Edinburgh. With 25 years spent in Scotland and another 25 in New Zealand, Bennie brings a global perspective to his work. He now lives in Yarmouth, Maine with his wife, Meghan, and three dogs. A father of six, Bennie enjoys cooking, trying to keep fit, reading, and watching nature in his free time.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.