Who is BeneShield Financial?

BeneShield Financial, LLC specializes in capital consulting and project financing solutions for small businesses, all the way up to government sized projects.  We are not brokers, but have a direct relationship with a family office with which we conduct nearly 100% of our large scale project finance business.  Through our relationships, we are handling the underwriting and direct lending on projects with a minimum of $50 million USD of capital needs.

Our Team

John Dallard - Advisor
A native Canadian, John is an accomplished commodities Investment Banking specialist with a wide range of knowledge and is the CEO of Solomon Partners, Inc., an international merchant banking operation in Ontario, Canada.  John's demeanor is incredibly helpful and is extremely well connected in the areas of international finance and banking.  

Angella Kelly - International Relations and Business Development Coordinator (Caribbean)
Angella is our Caribbean Business Development Coordinator who specializes in relationship building and is our government liaison between BeneShield Financial and the island nations of the beautiful Caribbean, as well as Central America.  An advisor to the highest levels of governments in the Caribbean, she is a hard working and invaluable member of the team.  Angella brings a wonderful dedication and skill level to BeneShield Financial, LLC.

Lauren Aiken - U.S. Investment Coordinator
Lauren is a phenom of efficiency and service, and seems to be able to handle extreme loads of work with extraordinary grace and skill.  Not only is she a licensed fiduciary, but her dedication to client success and her powerful work ethic, combined with a no-nonsense attitude make her a powerful force on our team in managing the toughest of situations.  She's as smart as a whip, battle hardened, and we are very proud to have her on the BeneShield Financial team.

Vincent Wetzel - Capital Markets & Business Development Manager
Working on the East Coast, Vincent deals directly with clients who are interested in taking their companies public, and need to be pointed in the right direction from the start.  He is able to work directly with our advisors and legal team to help clients get where they need to go, for a successful public capital raise.

Advisory Team

(Last Names & Sensitive Information Withheld for Privacy)
Andrew L. - Licensed CPA & CFO Advisor
With over 8 years served at a Big Four accounting firm, and experience as the CFO of two multi-billion dollar public companies, having raised hundreds of millions of dollars in corporate capital, and as a licensed CPA, Andrew brings a true wealth of experience to the BeneShield team.

Professor Edward P. - International Infrastructure & Banking
Professor P. is an economic advisor to governments and a two time banking Chairman, having founded two banks in his career with a long and illustrious career in many industries and scientific disciplines.  Edward advises our CEO on international economics, banking, finance, and investments.

BeneShield Financial CEO & Founder

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Jeff Sokol, a native of Louisiana and a current resident of the State of Montana, built his career on the bases of both industrial applications in the oil and gas industry, and finance.  He is a third generation oil and gas executive and downhole expert and investor, with over 10 years of field experience.  

He started his financial career in 2001, working in the World Trade Center for a corresponding equities division of UBS Paine Webber.  Shortly after 9/11, while investing in oil and gas industry equipment and sales, he began his work in personal finance and retirement planning. 

Today, Jeff specializes in consulting with small to medium sized companies in mergers and acquisitions and capital raising.  He has made many high level banking relationships internationally, and works tirelessly on helping to finance as many large scale projects as possible.

"I find fulfillment in the fact that when we fund projects, jobs are created, and families get to thrive.  Being a part of that, even in a small way, makes the late nights and early mornings worth it..." says Sokol.

Jeff is the author of books on Entrepreneurship, Wealth Creation, and Personal Finance, with his latest book in 2018 called "Smart Wealth Secrets."  He lives in the NW Mountains of Montana, near Glacier National Park, with his wife and four children.