Erik Michael Stephens, RICP®

Financial Advisor

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Andrew J. Tudor, RICP<sup>®</sup>

Andrew J. Tudor, RICP®

Financial Advisor
 
Ben Beshear, CFP<sup>®</sup>, CLTC<sup>®</sup>, AWMA<sup>®</sup>

Ben Beshear, CFP®, CLTC®, AWMA®

Wealth Management Advisor

Ben joined Northwestern Mutual as an intern in 1999.  In 2001, Ben graduated from Miami University and began full-time at Northwestern Mutual.  Beshear Financial was then created in 2005 with the purpose of bringing a team of experts together to better serve a growing client base.

As an advisor, Ben works mainly with physicians, business owners, and executives who are primarily entering or currently in retirement.

Areas of expertise include:

  • Planning with executive stock options & RSU's
  • Charitable giving techniques and strategy
  • Portfolio construction
  • Distribution and tax strategies in retirement
  • Business planning for closely held businesses

Ben has been honored as one of the top 20 advisors with Northwestern Mutual in America.  And was also a qualifying member of MDRT from 2002 to 2011, and a qualifying/life member from 2012-2016. 

Ben became certified in Long-term Care (CLTC) in 2006, and an Accredited Wealth Management Advisor (AWMA) in 2010.  Ben also became a Certified Financial Planner (CFP) in 2012.

 
Marty W. Geiger, CFP<sup>®</sup>

Marty W. Geiger, CFP®

Financial Advisor
 
 

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