Broker Check

Team

 

Daniel J. Bensman, CFP

LPL Registered Principal

937.646.0017

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 planning for retirement, funding their...

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Lauren Stephens

Client Services Assistant

937.646.0017

937.710.4511

lauren.stephens@lpl.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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