Broker Check

Our Team

 

Daniel J. Bensman, CFP

LPL Registered Principal

937.646.0017

937.639.2068

danbensman@independentwealthpg.com

Dan founded the firm in 2011 and has been in the financial services industry since 1998.

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DJ Heintz

Insurance Specialist

937.646.0017

937.639.2068

djheintz@independentwealthpg.com

DJ began working with us in 2020 as an Insurance Specialist focusing on developing solutions for our clients’ life, disability, and long-term care concerns. He’s passionate about helping people secure their financial plans...

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Lauren Stephens

Client Services Assistant

937.646.0017

937.639.2068

laurenstephens@independentwealthpg.com

Lauren joined us in October 2018 as a Client Services Assistant. She is the daughter of Ed and Teresa Stephens. Lauren graduated from Anna High School in May 2019. Lauren is currently attending Wright State Lake Campus and majoring in...

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