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Benjamin T

Series 63, Series 65

Dyer, IN

Gineris Wealth Management

Benjamin Tegeler is a financial advisor at Gineris Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Osaic Wealth Inc and Woodbury Financial Services. Tegeler also sells life insurance and annuity products as part of his financial planning services. Gineris Wealth Management advises individual clients and small businesses, providing non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term strategies, using model portfolios and sub-advisers while implementing changes upon client approval.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Retirement income strategy
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Timothy S

Series 63, Series 65

Dyer, IN

Gineris Wealth Management

Timothy Shaw is a financial advisor with Gineris Wealth Management, holding Series 63 and Series 65 licenses and over 24 years of industry experience. His career includes roles at Osaic, FNML, Inc., and World Equity Group, Inc. He is also a silent partner and board member of an accounting firm, Gineris & Associates. Gineris Wealth Management serves individual clients and small businesses, offering non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term investment strategies, recommending model portfolios and third-party sub-advisers while implementing changes only with client approval.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Retirement income strategy
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