708 Cleveland Avenue SW,
Our Team was established in October 2008 and grew in 2016 when we added Ben Freeby to our group to deepen and expand our service and expertise. Combined we have over 75 years of industry experience and our client base has helped us grow into recognized leaders in our field. Tom has served on numerous corporate committees and has won over a dozen corporate awards, Mary has managed staff and the office through complex firm initiatives and has won numerous service and excellence awards. Ben is a Certified Financial Planner who has a unique skill set of simplifying incredibly complex circumstances.
Tom graduated from Bethel University in 1996 where he played football and was involved with youth outreach programs in college. He also received valuable education and experience in the Marine Corps Reserves with MP company out of Fort S...
Ben joined Delich Wealth Management as an intern in 2016 and came on full time after he graduated from Bethel in 2017. He has passed the Series 7 and 66 exams, and holds his Life and Health Insurance licenses. In 2019,...
Mary began her career in the financial industry in December 1979. She is in charge of facilitating all administrative duties needed to help you achieve your financial goals. Mary is meticulous in detail and thrives on providing...