Team

 

Cayla Bensman

Financial Advisor

937-658-6199

cayla.bensman@lpl.com

Cayla Bensman is a Registered Financial Advisor who joined the firm in May 2025. She is passionate about helping clients navigate their financial journeys with confidence and develop strategies aligned with their long-term goals.Prior...
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Cori Bensman

Client Services Specialist

937-658-6199

cori.bensman@lpl.com

Cori started working for the company in September 2022 as a Client Services Specialist. She interacts with clients scheduling appointments, helping answer their questions, and working closely with any changes or updates they make with...
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Daniel J. Bensman, CFP

LPL Registered Principal

937-658-6199

daniel.bensman@lpl.com

Dan founded the firm in 2011 and has been in the financial services industry since 1998. He works closely with his clients to assist them with a wide range of financial challenges such as saving for and planning retirement income,...
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Tara Bensman

Operations Manager

937-658-6199

tarabensman@independentwealthpg.com

Tara resides in Sidney with her husband, Dan. She has three grown children. Her son Cody is married to Sami and they have a son named Jack. Her daughters are Cori and Cayla. She enjoys spending time with family, listening to podcasts,...

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