How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jan Kuha
Founder
Life has always been my greatest teacher. I came into this industry in 2011. After 5 years at a large firm it was obvious something needed to change. J Benjamin was created to give people a place to do business where their needs come first.
Robert Wilson, Jr ChfC CLU
Financial Advisor
I’ve been doing this for 30 years and there isn’t much I haven’t seen or been through. My focus is on protecting your wealth and creating income streams that last your entire life.
Jessi Geraci
Client Service Specialist
I love that J Benjamin is committed to a remote workforce and client base. That model allows me to live in the Midwest and service clients all over the world.
Todd Fisher
Financial Advisor
todd.fisher@jbenjaminfinancial.com
I am a financial advisor representative with 20+ years’ experience helping small businesses, not-for-profit organizations, and individuals establish long-term financial goals and related accounts. As a licensed South Carolina public accountant, I work to strategically complement my clients’ financial history with a planned and structured “future”.