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 University-Lake Campus...

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