Meet Your Lockkeeper

Chuck takes an integrated approach, connecting investments, taxes, estate planning and risk so each recommendation fits within a client’s full financial picture.

Before founding LockKeeper Wealth Partners in 2026, Chuck spent more than 10 years at Morgan Stanley, most recently as Senior Vice President and Portfolio Management Director. He began his career at Merrill Lynch as a college intern and went on to build a career helping clients plan for their financial futures. He founded LockKeeper to build a practice centered on independent, fiduciary advice.

Chuck also holds the Certified Investment Management Analyst® (CIMA®) certification, completed through The Wharton School, and a bachelor’s degree in finance from Kent State University.

He spends much of his free time with family, outdoors, or on the sidelines of his kids’ sports.

Ben earned his bachelor’s degree in finance from Purdue University’s Mitch Daniels School of Business in 2026. Before joining LockKeeper, he worked as a Financial Representative with Northwestern Mutual, where he helped clients evaluate their financial situations, define their goals and develop personalized recommendations.

While at Purdue, Ben was a four-year starter on the wrestling team and qualified for the 2026 NCAA Division I Wrestling Championships. The experience reinforced the discipline, preparation and resilience he brings to his work today.

Ben is currently pursuing his Series 65, as he continues building toward an advisory role with LockKeeper and continues to build his expertise across the wealth management discipline.

Outside the office, Ben enjoys weightlifting, golf and spending time with family and friends. He also helps coach the wrestling team at Brecksville High School, his alma mater.