Our Professional Team

Benjamin King is a Managing Director with King & Phillips Wealth Management of Wells Fargo Advisors. Ben joined the group in 2008 and is the fourth generation of the family to be in the business.

As a financial advisor, he helps manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term approach, he helps clients develop and implement strategies for building wealth and realizing their goals. His mission is to provide objective and timely financial advice and guidance - with the highest levels of professional service - in building and preserving wealth for his clients.

Ben worked in Chicago, IL for Nuveen Investments before joining Wells Fargo Advisors. He holds a bachelor’s degree in Finance from The Ohio State University. With emphasis on continuing education, he also earned the CERTIFIED FINANCIAL PLANNER^® practitioner. designation from the College for Financial Planning.

In 2023, Ben and his team celebrated 100 years of helping clients achieve their financial dreams, and they look forward to taking care of their clients for 100 years more!

Ben and his wife, Lauren, have three boys, Sam, Theo and James. He enjoys his lifelong passion of golf and loves living in the great city of Dayton.

California Insurance License Number: 0L08249
Residence State: OH

As a Managing Director for the King & Phillips Wealth Management Group, Jamie’s focus is to help his clients with the complexities of wealth and investment management. Jamie brings value to his clients by aligning their changing needs with 27 years of industry experience as both a Financial Advisor and Complex Manager. Whether the need is a strategy for growth or preservation of capital toward an income plan for retirement, he is well-equipped to help.

Entering the financial services industry in 1997, Jamie has been blessed to learn from some of the most innovative and forward-thinking leaders the industry has to offer. Working as an advisor and complex manager, he has attained valuable experience allowing him to meet clients on their level, understanding the unique needs of each client relationship, and building bonds with clients’ families, organizations, and other professional service providers.

Away from the office, you can find Jamie and his family of four enjoying the outdoors together and traveling to college football stadiums around the country. Jamie and his wife, Lori, live near Urbana, OH with their chocolate lab, Finn, and golden retriever, Denver.

California Insurance License Number: 0C68746
Residence State: OH

Since 1999, Mark has been helping clients achieve their retirement goals and keep their assets intact while living out their dreams of retirement. His 25 years in the industry have given him hands-on experience of managing portfolios for a myriad of risk tolerances, investing in tax-efficient strategies, and creating estate planning strategies and education savings initiatives.

Mark obtained his bachelor’s degree in Business Finance from the University of Dayton. He lives in Centerville with his wife, Erica. Outside of the office, Mark has a passion for rock climbing, hiking, and running. He enjoys spending time in his cabin in Red River Gorge, KY and home improvement projects.

California Insurance License Number: 0N12046
Residence State: OH

Jacklyn was introduced to the financial industry at a young age by her grandfather, Tom Laufersweiler. Seeing him build relationships with his clients and serve as a steward for his clients’ wealth inspired her to pursue a career in finance. Now, Jacklyn is most passionate about her clients, understanding their financial aspirations, and working with the team to help them accomplish their goals.

With over 22 years of industry experience, Jacklyn has had the opportunity to work in multiple areas of the financial industry, including comprehensive planning, 401(k) plan management, and investment consulting. These experiences help her as she works with clients to develop investment, retirement planning, and distribution strategies.

Jacklyn obtained her bachelor’s degree in Finance from The Ohio State University. After most recently spending over 9 years in Chicago working with Nuveen Investments, she is excited to land back in her hometown of Dayton and be close to her family. Jacklyn has a passion for interior design, flower arranging and dance.

California Insurance License Number: 4344392
Residence State: OH

Cal is passionate about solving problems and loves working with clients. Before entering the financial industry, he worked in both the start-up and corporate world, providing him with a strong foundation in evaluating companies, emerging technologies, and market trends. Fusing tried-and-true wealth management strategies with innovative new perspectives, Cal is focused on providing a roadmap for clients’ goals that’s grounded in a multi-faceted view of markets.

In 2021, Cal obtained his BSBA with a focus in Marketing and Economics from Ohio State University, and holds the Series 7 and 66 certifications. Outside of his work, Cal enjoys living in downtown Columbus, OH, and spends his free time cycling, working out, and backpacking around the U.S. He’s passionate about his charitable efforts through Pelotonia, an annual cycling fundraiser that benefits the James Cancer Hospital of Ohio State Medical Center.

California Insurance License Number: 4397059
Residence State: OH

Throughout Donna’s career, she has worked with a wide range of people, including CEOs, court administrators, pastors, educational administrators, students, probationers, and children with special needs. Ten years ago, she was delighted to bring her experience of working with others to a new industry. Now, Donna is proud to hold the FINRA Series 63, 65, and 7 registrations and help keep the King & Phillips office running smoothly. As part of a 100-year legacy team, she brings professional excellence, care, and responsive follow-through to truly collaborate with clients as they navigate their financial life journeys.

Donna holds an associate’s degree from Eastern Kentucky University in Administrative Office Services. She lives in Centerville, OH with her husband of nearly 40 years and her rescue cat, Margot. She and her husband enjoy giving back to the community and mentoring engaged couples through their church. She is a proud new Mimi to grandbaby Luca James and enjoys traveling to see her kids. In her free time, you can find Donna swimming, hiking, enjoying live music in Dayton and around the country, and performing in local community theaters.

Terra has been working in the financial services industry since 1996 when she started as an office assistant. Her curiosity and drive helped her earn her FINRA Series 7 in 2000 to better service clients with their wealth management and investing needs. She is honored to have been with this team for the entirety of her career and to have worked with several generations of the same family.

Terra attended both Boston University and Otterbein University. She lives in Kettering, OH with Stella the cat, Clementine the Pittie puppy, and Chloe, her teenage daughter who keeps her busy with cheerleading events and competitions. Terra has also volunteered and fostered for the Humane Society of Greater Dayton.

Megan began her industry career as a part-time teller during college. Now, 15 years later, her passion for the industry and her keen eye for detail has instilled a deep commitment to helping clients navigate the complexities of their financial lives. She takes pride in providing competitive service and is driven by a sense of determination and perseverance that her mother and father (an accomplished AA World Series champion) instilled in her.

Megan attended Sinclair Community College and Wilmington College and holds the FINRA Series 6 and 63 registrations, as well as Ohio Life & Health Insurance licenses. Out of the office, she lives in Englewood, OH, where she is a devoted mom to her five-year-old son, Gavin and to their Goldendoodle puppy, Peanut Butter Cracker. She supports her local YWCA and YMCA, as well as organizations like Hannah’s Treasure Chest and Shoes 4 the Shoeless. You can find Megan enjoying her free time by gardening, crafting, coaching her son’s basketball and soccer teams, or soaking up the sun near any body of water with her family and friends.