Team
Daniel J. Bensman, CFP
LPL Registered Principal
937-639-2068
danbensman@independentwealthpg.com
Dan founded the firm in 2011 and has been in the financial services industry since 1998.
DJ Heintz
Insurance Specialist
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...
Lauren Stephens
Operations Manager/Client Services Assistant
937-639-2068
laurenstephens@independentwealthpg.com
Lauren joined us in October 2018 as a Client Services Assistant and now functions as our Operations Manager as well. She is the daughter of Ed and Teresa Stephens. Lauren graduated from Anna High School in May 2019...