Meet Dave Bensch
CFP®
IRS Enrolled Agent
Certified Financial Planner™ Professional
Dave Bensch, CFP® works closely with the advisory team and our wonderful clients to build and implement comprehensive financial plans. Additionally, he coordinates with staff, clients, and third-party vendors to make sure the office is running efficiently and staying compliant. Dave is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, a unique combination that allows him to help clients bring confidence and clarity around financial and tax opportunities.
After graduating from Oak Harbor High School, Dave attended Baldwin-Wallace University, where he earned a degree in Mathematics. While attending Baldwin-Wallace, Dave and his lifelong friend Andrew Hemminger traveled to campuses across the country and interviewed some of the most successful coaches in college basketball – Dean Smith, Mike Krzyzewski, and John Wooden to name a few. Their compilation of these journeys evolved into a co-authored book, Destination Basketball.
Dave met his now wife, Mackenzie, at her high school graduation party (a fun and long story), and after 12 years of marriage, they welcomed all three of their children into the world in 2019 (an even longer story with more fun!).
When he’s not offering his expertise at Fourth Dimension, or at home with his family, Dave enjoys reading, listening to podcasts, going to thrift stores with Mackenzie, and playing all types of sports - especially ones that involve a racket.
What did you want to be when you were a kid?
"I didn’t have any romantic aspirations, but I had a few phases - Meteorologist in Alaska, Librarian, and a Candy Store Owner are a few that come to mind."
What do you do?
“I am a Certified Financial Planner™ professional and Enrolled Agent. I work closely with the advisory team and our clients to build and implement comprehensive financial plans. Additionally, I coordinate with staff, clients, and third-party vendors to make sure the office is running efficiently and staying compliant.”
Family?
“I met my now wife, Mackenzie, at her high school graduation party (a fun and long story), and after 12 years of marriage, we welcomed all three of our children into the world in 2019 (an even longer story with more fun!).”
What Fills Your Tank?
“I love to read, listen to podcasts, go to thrift stores with the whole family, and play a variety of sports - especially ones that involve a racket.”
Providing retirement planning services to Northwestern Ohio including communities of Toledo, Bowling Green, Sylvania, Perrysburg, and Findlay.
Fourth Dimension Financial Group
27121 Oakmead Dr. Suite B
Perrysburg, OH 43551
Phone: 419-931-0704
Email: dave@fourthdimensionfinancial.com
