Mary Lyons*
The Wealth Woman
Mary began her financial career as a young girl. A second-generation financial advisor, Mary’s fascination with investment planning started at dinner conversations with her parents, understanding wealth as a tool rather than an end goal. As Mary grew up, so did her interest and expertise. Today, Mary is recognized as part of the nation’s top 1% in the industry and has been a recipient of the Chairman’s Council Award (top 10 producers with American United Life Insurance Company®) for the past ten years.
With the recognition Mary has earned, she teaches her ideas and methods at national conferences, consults with the industry’s best, and trains advisors in top firms across the United States.
The world and the financial situation shifts and changes every day. The financial strategies that worked for your grandparents and parents no longer work today. The financial plans you made last year, even last month, may need updating. What drives Mary is creating a strong financial portfolio that’s right for you and your family, working with you to meet financial goals while adapting to whatever the world throws your way.
State Licensure
Insurance: FL, IN, LA, MI, NC, NM, NV, OK, SC, TX
Securities (FINRA Series 7 & 66): TX
Eric Alexander*
Financial Advisor
Before becoming a financial advisor, Eric had a career as an industrial engineer focusing on improving supply chain efficiencies. He enjoyed the people and the challenge of making systems faster, more efficient. However, he felt something was missing. Eric didn’t feel he was making a significant impact on individual lives, just making numbers better than before.
Eric took the opportunity to leave behind work as an industrial engineer and use the skills and mindset he had developed to make real, impactful change for those around him. Change that would leave a person and family’s life enriched for decades. Eric never foresaw himself doing that in (what he thought at the time) was the outmoded financial planning industry. But, an early mentor helped him see creative people were trying new and better strategies to improve lives.
For the past decade, Eric has put his tenacity, intelligence, and creativity to work creating financial plans for clients to grow their wealth, achieve financial goals, and provide a better life for themselves, their children, and their grandchildren. That means creating financial plans creative and flexible enough to weather an economy that is always moving, changing, and growing more complex. This is the change he hopes to be a part of for the next 30 years.
Meghan Cutsumbis
Director of Strategy
Meghan is passionate in teaching young people how they can do life better and with much more efficiency. "Be the person you needed when you were younger" is the quote that real guides Meghan and how she moves through the world. She is most energized by working with creative types, change-makers, and ambitious young professionals. Her goal is to disrupt their way of thinking about money and educate them on a 21st century way of approaching personal finances! But she also enjoys working with anyone who is eager to learn!
Meghan joined Benchmark Income Group™ from the retail industry, where she led several teams as a Buyer and held positions in both planning and allocation at a Fortune 500 retailer. Here, she won 21 different awards and honors for financial and personal performance, including being identified as an “out of the box” thinker. She also spent time as a buyer at a retail tech startup and many years as a professional makeup artist. Most recently, Meghan’s innovative way of thinking and problem solving led to her being sought out by the wholesale vendor community to work as a consultant.
Studying abroad in Hong Kong and China, while attending Indiana University, ignited Meghan’s passion for international travel. She appreciates adventure vacations, and has gone from scaling a volcano in Bali to snorkeling in underground caves in Tulum! Last summer, she spent just over a month in Greece to explore her heritage and see first hand the village where her family grew up. Meghan is living her dream life and you can too!
Missy Rench*
Financial Advisor
Missy Rench is a Native Texan and moved to Plano when Parker Road was just two lanes and made of dirt. While she remains a proud Plano Wildcat alumnus, she currently lives in North Dallas with her husband and three young daughters. Missy takes active roles in her daughters’ schools, various organizations, and the community, as she strives to teach her children the importance of hard work and giving back. Being a positive role model for her girls pushes her toward success and has always been a determining factor in her career decisions.
Missy graduated from The University of Texas at Austin with a degree in Communications and later received a Masters in Business Administration from Southern Methodist University. Concurrent to the MBA program, she accepted a full-time position to initiate and lead operations for a cutting-edge diagnostic imaging facility in the Dallas metroplex. From inception to sale, the company grew in market share and profitability, providing investors a successful exit. After nearly 20 years in healthcare finance and strategy, coupled with the opportunity to start and sell the business, Missy made the conscious decision to merge her passion for helping others with her analytical background and step into a financial advisor role with Benchmark Income Group™.
Benchmark Income Group™ is collaborative and deeply knowledgeable, with integrity at its core. Working with this group has allowed Missy the opportunity to help others while focusing on and utilizing her financial, strategic, and interpersonal skill sets. “We offer a unique approach for each client based on individual goals, needs, and timelines. Being a part of this team has been exceptionally rewarding! Every day I get to connect, guide and inspire my clients, and by day’s end, I am fulfilled knowing that I have truly made a difference.”
Kimberly “KJ” Martin
Financial Professional
We are all very busy with life, the last thing that we need is something else to complicate it and KJ knows this firsthand as she is a busy mother, wife, and businesswoman.
A successful 25+ year business acumen has helped her build her practice, educate, and be your advocate for health, life, Medicare, dental or vision insurance.
Cheryl Stagner
Director Of Insurance Management
Cheryl brings over 25 years of Administrative experience within the Life/Disability/Health Insurance Industry. She has filled various roles to include New Business Case Management/Field Underwriting, Implementation of Product Management, and oversees the administration of Policy Service and Licensing/Contracting.
Before joining Benchmark Income Group™, Cheryl’s tenure was with Personal Economics Group. A few years prior to that, she acted in most of the same roles with Guardian Life Insurance Company, and all led under the same General Agent. She goes back as far as 1994, where she started as an Administrative Assistant for Life & Health Insurance with Met Life & Mutual of Omaha.
She uses her organizational skills to ensure smooth underwriting processes and also provides excellent attention to detail in many areas. At the same time, she effectively represents herself in the Life & Financial Planning world. She’s been known to be recognized as the “Underwriting Guru.”
She works very closely with her General Agent. She prioritizes a vision to create collaborative relationships with agents while demonstrating her ability to work without close supervision and to exercise individual judgment and problem-solving in a professional area.
Cheryl says that Benchmark Income Group™ is different because the team has worked together for a long time, shares a common vision for excellence, and has never grown too big not to know each client personally.
Since her move from Austin, Cheryl has been a resident of Frisco, TX since early 2020. In her spare time, she enjoys spending time with her daughter, exploring the outdoors, and crafting. She hopes to open her own Etsy shop one day!
Mary’s Why
I have become obsessed with the idea of deliberately creating a life you can be excited about. Last year, in a meeting with my business coach, Kevin Kepple, he asked me two questions. “What do you want?” And “Why do you want it?”
On the surface, these are pretty easy questions to answer. And they are questions I frequently ask my clients. The more clarity you have on what you want, the more you can do to create that life. However, I think this may have been the first time anyone asked me these questions.
I struggled with the answers for a while. Kevin kept digging. Ultimately my answer surprised me.
I want peace.
Every decision I make – doing the right thing in every circumstance, maintaining my personal integrity when others are behaving poorly, looking for property in Taos where I can get away from everything and hike with my dogs, painting, building my financial strategy in a way that optimizes my income potential and leaves a large legacy to my children (so they can spend their time focusing on their purpose, rather than on generating income). All of it. It’s all about peace.
Discovering my motive allowed me to sit down with my hubby, Mike. We discovered where are goals are aligned and where the aren’t. We have had some great conversations about how we want to build our finances and our lives moving forward. Conversations we really haven’t had before.
For example, the addition of a house in Taos would add to our financial obligations, creating pressure which takes away from peace. So instead we are building several properties in Broken Bow, Oklahoma that we can rent out to generate additional income. That income will then accumulate to create a down payment for the Taos House, and eventually pay the mortgage. I get what I want without the additional income pressure. I get a place to make memories and gather with family. That’s peace.
I am sure what we want will change and evolve. It always does. But the underlying desire for peace probably won’t.
I would encourage you to ask yourself what you want. And find out why you REALLY want it. Then give our team a call and we will help you find a way to live the life you want today while setting yourself up for financial success in the future. And if it’s been a while since we updated your plan, let’s get together and talk about where you want to go.
Eric’s Why
In 2013 I had the opportunity to attend the funeral of a client of mine and walked away with a different understanding of the work I do.
Joyce was 82 when she passed. In the funeral there were stories about her teaching Sunday school for the last 30 years and the effect she had on those around her. However, the part that impacted me most were the stories about her and her husband of 64 years, Wayne.
In the short time I had known them I was always struck by the love they showed for each other. You could feel it every time they talked. You could tell they spent a lifetime together building a family, a life and a legacy.
As I watched him that day, I was reminded of a quote by Winston Churchill. He said, “The destiny of man is not measured by material computation. When great forces are on the move in the world, we learn we are spirits – not animals.”
We do a lot of material computations. We do those things because I believe money is necessary to play the game and I want to help every client become the best steward possible of this scarce resource. However, that’s now the real goal.
There is no doubt in my mind Wayne would have given every dime he had for another year with Joyce. It wouldn’t make any logical sense to do so, but remember we are spirits – not animals. We are individuals seeking to connect with each other and be close to friends and family. We are individuals working to reach the immense potential God has placed inside us, to make a difference in the world and leave a legacy. It’s never about the money.
The true mission is to help clients make this scarce resource their slave and not their master, to help them spend more time with family and spend more of themselves following their passions.
Success is not a bank account full of cash . . . it is the freedom to reach the best of ourselves because we are no longer worried about money.
Meghan’s Why
Growing up, my family was one of those scout families – I, a girl scout, my brother, the Eagle scout, and both Mom and Dad were scout leaders. I was also an adopted boy scout, because let’s be real, the boy scouts got to do way cooler things, like archery and rappelling! But, through our various community-centric activities every year, the duties to help others and giving back to those in need were instilled in us. This carried over to college, where I was involved in fundraising capital and incorporating a non-profit fair-trade retail store in our college community, and 14 years later, that store is still open today. Most of the profits go to women in third world countries to teach them how to set up and run sustainable businesses. After college, I begrudgingly, but excitedly, took an opportunity in Corporate America (hello big shiny salary), due to my overwhelming student loan debt and that’s what I was “supposed to” want. But something was missing from the corporate environment… So, after taking time to figure out that human connection and helping people were must haves for my next career adventure, the universe sends me Mary. After my very first conversation with her, I realized that my experience with my own financial advisor was less than stellar. He was non-maliciously providing subpar service, and up until that point, “I didn’t know, what I didn’t know”. Mary explained to me the more modern and proven planning strategies she uses, the company culture, and her approach to client relationships; all of which was highly attractive to me. It was non-salesy, and I don’t do salesy.
It was different. It was education. It was relationship building. I was also allowed to show up as my authentic self; someone whom I’ve come to love – blue hair, quirks, and all.
I’m here for change. Change in the industry, and change in peoples’ financial lives. I can tell I am in the right place with Benchmark Income Group.
Missy’s Why
If someone were to ask me 20 years ago to identify my “why” in life, it would have looked very different. As a recent college graduate who thought I had it all figured out, I can only imagine how embarrassing it would be to come across the excerpt in present times. It’s kind of like finding an old love note from 8th grade and feeling the genuine humiliation for what you once thought was perfectly acceptable. I am pleased to share that I have no regrets of my pre-teen crushes, college experiences, or first job naiveté, and I firmly believe that it is because of my past that I have established my convictions at present. Each experience, emotion, set-back, and success has been woven into the tapestry of my being and has led me to where I am today.
As a parent, my “job” is more than my career. My “job” is to blend my career with my personal life in hopes to find a balance that teaches my three daughters what it means to be the best people they possibly can. I want my girls to know that they have the power to do right and to be the good in this world. As their mom, it is my duty and my honor to teach them through example.
What I love most about my career is that I know in my heart that I am doing the right thing. With every client and every meeting, my goal is to make someone’s life better. While that may vary in degrees depending on the person, I can leave my desk each day knowing that I did what I could with the knowledge that I have to “do good” for someone else. Because of me, someone else’s life has the opportunity to be better. This is what I want my daughters to see. They are my inspiration, my compass, and my resounding reasons “why.”
KJ's Why
I have always had an entrepreneur heart. Growing up my dad owned an A/C business and always worked hard, dad died 4 years ago now and never lived his dream. He taught me however, to work hard, do the right thing and you will be rewarded. I worked in Advertising with major brands for 25 years, I thought I would retire there. After years of not happy because I was not in control of my destiny, I decided to try it on my own. I soon learned being in your late 40’s trying to find a job was a humiliating process. My years of awards and successes was now diminished to jobs where I was a entry level positions.
I had not found the right fit, until I was approached to sell insurance. Speed forward 4 years, the version I am today is so much better than I was working for someone else’s bottom line. Now, always did the right thing by the customer. I can now help and educate people at the level I feel is necessary and not what a company dictates is right. My why is the same as my daddy, “work hard, do the right thing, the rest will come.”
Careers
At Benchmark Income Group™, we exist to revolutionize the way our clients think about money. We believe in challenging assumptions and authority. We don’t care about opinions. We care about facts. And, the facts will show us ways to improve the retirement income results for our clients.
Interested in joining our team?
Learn more about our career opportunities.
What would you do if you had the complete freedom to live the life you’ve always dreamed of?
At Benchmark Income Group™, we believe retirement begins when you take control of your financial future – whether you’re working, traveling, or giving back to the world.
Let us help set you free to realize the life you were always meant to enjoy.