Benson Team

Team

We take customer service very seriously.  The entire Benson team is committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Jordan Daniel Smith

Jordan Daniel Smith

Office 515-246-3090

JD is a Financial Advisor with Benson Wealth Management.  He brings 10 years of financial planning experience and knowledge to the team with a focus on protecting his clients' families and businesses with risk management solutions, investment guidance, and holisitc financial planning. 

JD graduated from Grandview in 2006 and holds his Series 6 and 63 FINRA registrations, as well as the Life and Health Insurance licenses.  

He lives with his wife Jenifer and their two daughters, Hadley & Lainey, in Ankeny, IA.  He enjoys spending time with family, CrossFit, enjoying all things outdoors, and watching the Iowa Hawkeyes, Chicago Cubs, and San Francisco 49ers.

 
Andrew J Stumbo

Andrew J Stumbo, CFP®, CLU®, ChFC®, RICP®, WMCP®

Associate Wealth Management Advisor
Office 515-246-3090

Andrew joined Benson Wealth Management in February 2017 as an Associate Wealth Management Advisor.  Prior to joining the team, he spent 4 years at RBC Wealth Management in West Des Moines.  He graduated from the University of Iowa in 2013 with a degree in Finance.  In addition to obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Andrew holds the Chartered Life Underwriter™ (CLU®) and Chartered Financial Consultant® (ChFC®) designations, as well as holding his Series 7 and Series 66 FINRA registrations. He also holds Life and Health Insurance licenses.  With his experience, expertise, and work ethic, Andrew is dedicated to helping our clients face each new storm with a confident investment strategy in place.

Andrew is a resident of West Des Moines, IA where he enjoys spending time with family, playing basketball, and watching the Iowa Hawkeyes.

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

 

 

 
Stephen Boyd Musser

Stephen Boyd Musser, CFA®, MBA

Office 515-246-3090

Steve Musser joined Benson Wealth Mgmt in 2022.  Prior to joining our firm, Steve had 25+ years of experience in the financial services and asset management industries as an analyst, portfolio manager, product manager, and product specialist – most recently as a Product Specialist at Sophus Capital and Sr. Product Manager at Principal.

Steve has a strong understanding of the capital markets and their relationship to the macro-economic environment. He has written several white papers and blogs, and presented on the benefits of “liquid alternatives”, real assets and emerging markets.

His experience with asset allocation, risk management, and portfolio management encompasses multiple market cycles and will help our clients as he works with our comprehensive financial planning team to develop portfolio design and investment strategies.

Steve graduated from the University of Missouri – Columbia where he earned his BA in Economics and also completed his MBA in Finance, all while playing basketball under scholarship.

Steve and his wife, Teena, live in Waukee. In his free time, he enjoys golfing, traveling, and spending as much time as he can with family and friends.

 
Bryce B Maschino

Bryce B Maschino

Director of Marketing
Office 515-246-3090

Bryce joined Northwestern Mutual in May 2015 as a financial representative prior to transitioning to Benson Wealth Management as an Associate Financial Representative in June 2016. He played baseball and graduated from AIB College of Business in 2015 with a degree in Finance and Business Administration and currently holds his Series 6 and 63 FINRA registrations in addition to the Life and Health Insurances licenses.  As the leader of our marketing and client relations efforts, Bryce is focused on building relationships.  He directs our strategic marketing plan, manages client communications, and drives our social media strategy.  He helps gather information from clients and build financial plans.

Bryce is a resident of Ankeny, IA.  During his free time, he enjoys family, friends, CrossFit, and watching the Iowa Hawkeyes, Vikings, and Cubs.

 
Charlie L Kehr

Charlie L Kehr, CFP®, ChFC®, RICP®, WMCP®

Investment Operations
Office 515-246-3090

Charlie joined Benson Wealth Management in June of 2015 as a Director of Investments and Planning.  He graduated from Drake University in 2008 with a degree in Finance.  Prior to his time with Benson Wealth Management, he spent 6 years working at ING Life Insurance and Annuity Company (now Voya Financial) in Retirement Services, last serving in a quality assurance role.  He has earned the Certified Financial Planner (CFP®) certification and the Retirement Income Certified Professional (RICP®) designation through the American College. Charlie also holds his Series 6, 63, and 7 FINRA registrations.  His knowledge, expertise, and attention to detail help to provide a well-rounded experience for our clients.  He’s by your side from the first meeting on, gathering information and handling the opening of accounts as well.


Charlie is a resident of West Des Moines, IA, where he is an avid Chicago Cubs and Iowa Hawkeyes supporter.

Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

 
Katie J Fenceroy

Katie J Fenceroy, CLU®, ChSNC®

Director of Insurance Operations and Services
Office 515-246-3090

Katie joined Northwestern Mutual in October 2010 before transitioning to Benson Wealth Management in June 2012.  She graduated from Des Moines Area Community College with a degree in Business Administration.  She currently holds the Chartered Life Underwriter™ (CLU®) designation from the American College as well as the Life and Health Insurance licenses.  She brings expertise, stability, and a strong work ethic to our insurance operations.  She manages Life and Disability Insurance applications, and facilitates the underwriting process.


Katie is a resident of Woodward, IA, and has a son, Tate.  During her free time, Katie enjoys CrossFit, family, friends, and Hawkeye football.

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

 

 
Austin Brett Stumbo

Austin Brett Stumbo

Investment Operations
Office 515-697-4600

Austin joined Benson Wealth Management in June of 2021 to assist in overseeing the development of comprehensive financial plans in collaboration with our advisors.  He also helps navigate the client onboarding process as it relates to our investment practice.  His attention to detail, knowledge, and communication make him a great addition to the team.  He currently holds his Series 6 and 63 FINRA registrations in addition to the Life and Health Insurances Licenses.

Austin is a resident of Waukee, Iowa.  During his free time, he enjoys time with family and friends, going to the gym, and watching the Iowa Hawkeyes.

 
Grace Dickinson

Grace Dickinson

Office 515-246-3090
 
Benson Wealth Management

Douglas Benson Jr, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor


Benson Wealth Management

 

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