Staff

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.

 
Andrew J Stumbo

Andrew J Stumbo, CFP®, CLU®

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 holding the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU®) designations, he holds his Series 7 and Series 66 FINRA registrations, as well as the 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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Since 1927, the Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism.

 

 
Bryce Benjamin Maschino

Bryce Benjamin Maschino

Director of Client Development
Office 515-246-3090

Bryce joined Northwestern Mutual in May 2015 as a financial representative prior to transitioning to Benson Wealth Management 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 licenses 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, RICP®

Director of Investments and Planning
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 Retirement Income Certified Professional (RICP®) through the American College. Currently FINRA Series 6, 63, and 7 licensed, Charlie is Director of Investment Operations and our team Paraplanner.  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.

The Retirement Income Certified Professional (RICP®) is the first must-have designation in 30 years, and is only available from The American College.  While many financial professionals are experts at wealth accumulation, there is an urgent demand for practical ways to structure effective retirement income plans. The risks clients face-economic and market uncertainty, inflation, outliving available income, changes in social safety nets, and rapidly escalating healthcare costs-mean financial professionals need all the latest thinking and techniques to serve their clients’ changing needs.

 

 
Katie J Bryan

Katie J Bryan

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.

Since 1927, the Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism.

 

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


Benson Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck