Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
MEET THE TEAM
The team behind B.A. Schrock Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Ben Schrock, BFA™
Ben is focused on making a positive impact on clients’ lives by helping them build a sturdy financial foundation.
After four years of working with a Fortune 500 insurance company, Ben knew he was ready to take his skills — and his love of helping others — to the next level. So, in 2012, he founded B.A. Schrock Financial Group as a way to put his passions, and those of his clients, first. He enjoys working one-on-one with individuals and families to help them create the financial plans they need to live out their retirement years with confidence and comfort.
Ben has passed the Series 65 securities exam; holds life insurance licenses in Ohio, West Virginia, California and Georgia; and has the Behavioral Financial Advisor™ (BFA) designation. He earned his bachelor’s degree in psychology from Wooster College in Wooster, Ohio.
In his free time, Ben enjoys spending time with his wife, son and schnauzer-poodle mix, Boston. When he’s not with family, he likes being with friends, volunteering, watching football, golfing, playing basketball, traveling, fishing and hunting.
Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. Ben Schrock is not affiliated with the Social Security Administration or any governmental agency.
Colleen LeMasters, BFA™
Investment Adviser Representative
Colleen’s passion is creating retirement income plans that help clients optimize the entire range of retirement vehicles, including Social Security benefits, pensions and tax planning.
After graduating from college in 2010, Colleen followed her talent for numbers and began working in the insurance and financial services industry. It was during this time that she discovered her love of personal finance and eventually transitioned to B.A. Schrock Financial Group in 2014. Her favorite part of her job is guiding clients through the complex financial world and creating the strategies that will help them live out their dream retirement.
Colleen has passed the Series 65 securities exam and holds life and health insurance licenses in Ohio and West Virginia. She graduated from Wooster College in Wooster, Ohio, with a bachelor’s degree in business economics. Colleen earned the Behavioral Financial Advisor™ (BFA) designation in May 2017.
In her free time, Colleen enjoys spending time with friends and family, traveling and trying out new and interesting food. Colleen also loves being with her husband, son and family dog.
Investment Adviser Representative
Keith has over 15 years of experience in investment management, portfolio construction, individual retirement planning, nonprofit retirement planning, business succession planning and estate planning.
He has a strong belief in making a contribution to others and feels an obligation and responsibility to give back. He’s held board positions as the COO/treasurer for The Foundation for Ethics in Financial Education and served on the board for Medina Creative Housing.
Keith joined AXA Advisors as a retirement benefits specialist in 2002 after graduating from Ashland University with a degree in economics and finance. He became a regional vice president in 2008 and earned national awards for his leadership abilities and his team's accomplishments. He decided to go back into personal practice in 2012.
Keith passed his Series 7, 24, and 66 exams, holds several state life and health licenses and earned the designation of Investment Adviser Representative.
He lives in Wadsworth, Ohio, and his used his knowledge of planned giving strategies to help nonprofit organizations in his personal life. He’s an avid golfer and enjoys all sports, especially basketball.
Linda Sintic Office Administrator
Leah SchrockMarketing Coordinator
Kaitlin SchrockDirector of Operations
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.