Benjamin Ross Wheeler, CLU®, LUTCF®
Financial Representative


Wheeler Wealth Management

our Team

 
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 her 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.

Originally from Alexandria, LA, she now resides in Baton Rouge with her husband, Beau.  They have two daughters, Isabel and Madelyn. 

 
Andrew M Ayres

Andrew M Ayres

Associate Financial Representative
Mobile 225-588-9330
 
Grant Welch

Grant Welch

Associate Financial Advisor
Office 225-293-9527
 
Katrice M King

Katrice M King

Investment Operations Support
 
Katy Dugal Simpson

Katy Dugal Simpson

Director of Marketing
Office 504-831-8146
Mobile 769-231-0920
 
 

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