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Relationships are everything.

Our experienced, credentialed team works seamlessly as one unit to address your complex and unique needs. We do not offer stereotyped solutions to complex problems – everything we do is customized to work for your benefit and financial peace of mind.

Core Values

  • Trust

    Trust

  • Respect

    Respect

  • Integrity

    Integrity

  • family

    Family


Our Team

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Wayne C. McCullough, CFP®

President and Managing Partner of Benchmark Private Wealth Management and veteran of the Wealth Management business, Wayne taps into his vast experience, industry acclaim and relationship-based partnerships with clients to build the Benchmark Private Wealth Management channel. Wayne, a sixth generation Texan, received his BA from the University of Texas and holds his Certified Financial Planning designation, as well as multiple other industry designations. Wayne, his wife and children reside in Dallas, where he serves various non-profit organizations. He is also intimately involved in the Salesmanship Club of Dallas.

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Keith Ferguson

Keith has over 43 years in the wealth management business, most recently as Managing Principal of Ferguson Wealth Management Group in Waco, Texas. He joins Benchmark Private Wealth Management as a Partner. Keith has built a career on establishing and fostering client relationships based on integrity and trust. After receiving his BBA from Baylor University, Keith obtained his Series 7, 8 and 63 securities registrations. Keith and his wife reside in Waco where he is a member of St. Mark Lutheran Church, the Rotary Club of Waco, and the Waco Business League. He enjoys spending time with his children and grandchildren.

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Rawles F. Bell, CIMA®

In his role as Associate Partner and Client Advisor, Rawles is also a Certified Investment Management Analyst® professional specializing in portfolio management and wealth advisory. A graduate of Texas A&M University with a degree in Finance and Economics, Rawles began his career as a financial advisor at RBC Wealth Management before moving to Benchmark in 2014. Rawles' business philosophy is that it is a wealth manager’s duty to steward assets, not just manage them, which seamlessly aligns with the overall perspective of the Benchmark family of companies. A native of the Park Cities, Rawles currently resides in Dallas and enjoys golf, fishing, and flying.

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Allen Ferguson, CFP®

An Associate Partner and Client Advisor with Benchmark Private Wealth Management, Allen has over 10 years’ experience in the wealth management business. His knowledge and expertise are only matched by his passion for providing a total solution to his clients’ financial needs. After graduating from the University of Texas, he obtained his MBA from Baylor University with a concentration in Finance. He is a CERTIFIED FINANCIAL PLANNER ™ professional, completing the Certificate Program at Southern Methodist University and holds Series 7 and 66 securities registrations. Allen, his wife and children reside in Dallas and are active in the community.

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Skylar Ricard

Skylar has joined the team as a Client Liaison after interning with Benchmark Private Wealth Management during a nine-month leadership program, the Uptown Dallas Fellows. In addition to the internship, she participated in theological coursework, mentoring, and community service. Skylar is a native of Greensboro, NC and recent graduate from Wingate University. As a student-athlete at Wingate, Skylar studied finance and played for the university’s volleyball team. Skylar loves playing sports, being by the water, and doing anything adventurous outdoors.

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Jamie Montgomery

As Client Liaison, Jamie is an integral part of the wealth management team and has been providing exceptional client service and operational support for 15 years. She received her BS from Tarleton State University and holds Series 7 and 63 securities registrations. Jamie, her husband and children live in Lorena where they are active in their church and community.


Advisory Council

  • Mike Barnett

    Chairman, Benchmark Bank

  • Michael C. Barnett

    General Partner, Homewood Restaurant, LP

  • James P. Bell, Jr.

    Attorney at Law

  • Larry Delzell

    SVP of Land Acquisition DFW, Britton Homes

  • Jonathan W. Filgo

    CEO, Benchmark Bank

  • Mike Lewis

    Partner, Velocis

  • Charlie Shufeldt

    President, Elk Range Royalties

  • James W. Traweek, Jr.

    Founder, Five Talents LP

  • Ali Greenwood

    Cushman & Wakefield plc

  • David Hunt

    Petro-Hunt, LLC

  • Patricia Canales-Bell

    Shareholder, Canales & Simonson, P.C.