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Meet The Professionals

Who can help you pursue your goals 

Meet the professionals who are ready to help you unlock your financial future. The retirement you want may be closer than you think.

Ben Schrock, BFA™

Owner, Investment Advisor Representative and Insurance Professional 

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.

Ben Schrock

Keith Lockwood

Chief Investment Officer, Investment Advisor Representative and Insurance Professional 

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 has 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.

Keith Lockwood

COLLEEN LEMASTERS, ChFC®, BFA™

Investment Advisor Representative and Insurance Professional

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.

Colleen has passed the Series 65 securities exam and holds several life and health insurance licenses. She has a bachelor’s degree in business economics from The College of Wooster in Wooster, Ohio. In 2020 Colleen earned her ChFC® (Chartered Financial Consultant ®) designation. 

Colleen lives in Wadsworth, Ohio with her sons, Connor and Caden, her husband, Cameron, and their family dog.

Colleen Lemasters

Dan Oaklief, RICP®, CPFA

Investment Advisor Representative and Insurance Professional 

Dan entered the financial services industry in 2016 with the goal of developing investment and insurance strategies for individuals, families and business owners. Dan is passionate about utilizing financial planning to positively impact the lives of his clients.

Dan, a Cleveland native and St. Ignatius graduate, joined AXA Advisors as a Financial Consultant after graduating with a bachelor’s degree in finance and accounting from Maryville College in Maryville, TN. While attending Maryville College Dan was a member of the varsity baseball team.

Dan passed his Series 7, 63, and 66 exams and holds life and health insurance licenses. He is also a Retirement Income Certified Professional (RICP) and Certified Plan Fiduciary Advisor (CPFA). He is a member of both the National Tax-Deferred Savings Association (NTSA) and National Association of Plan Advisors (NAPA).

Dan enjoys traveling, exercising and fishing.

Dan Oaklief

Operations

Linda Sintic

Linda Sintic

Office Administrator

Kaitlin Schrock

Kaitlin Schrock

Chief Operations Officer 

SS 2022

A Guide To Maximizing Your Social Security in Today's World!

Many Americans rely primarily on Social Security in retirement, and even if you don’t, you still want to know how to claim your maximum benefit. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live.

How do you want to retire?

Not feeling confident about your retirement?

 

Schedule a 15 minute introduction call and find out how you can unlock your financial future. 

Or give us a call at 330.473.1060