Benjamin Ross Wheeler, CLU®, LUTCF®

Managing Director

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients. If you need to schedule an appointment, make changes to your current accounts, submit a claim or request any other service, please let us know. We will respond promptly.

 
Sara B Dantin

Sara B Dantin

Associate Financial Advisor
Office 225-293-9527

How can Sara help you?

Sara is the Director of Planning and Investment Operations for our team.

Contact Sara directly for any information or service request regarding your investment accounts or financial planning.

Background

Sara graduated from Louisiana State University (LSU) in 2008 and joined Ben Wheeler’s team in 2010.  She has obtained her FINRA Series 6 & 63 securities licenses as well as her Louisiana Life, Health, and Annuity license.

Sara is from Alexandria, LA and currently resides in Baton Rouge with her husband, Beau.  They have two daughters, Isabel and Madelyn.  In her spare time, Sara enjoys spending time with her family, running, gardening, and traveling.

 

 

 
Caroline M Toups

Caroline M Toups

Associate Financial Representative
Office 225-293-9527

How can Caroline help you?

Caroline is the Director of Insurance Operations for our team. 

Contact Caroline directly if you need help with insurance customer service, appointment scheduling, or client website help.

Background

Caroline attended Louisiana State University (LSU) and joined Ben Wheeler’s team in 2018.  She has obtained her Louisiana Life, Health, and Annuity license.

Caroline is from Dallas, TX and currently resides in Baton Rouge with her husband, Stephen, and their two dogs, Maggie and Krewe.  In her spare time, Caroline enjoys spending Sundays by the LSU lakes, baking, and cheering on the LSU Tigers (particularly during football and baseball seasons).

 

 

 
 

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