Broker Check

Meet Our Team

Ben Harvey RICP®

Senior Financial Planner 

765-698-5121 ext.101

513-386-0963

bharvey@pathwayplanners.com

Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customized strategies all as part of the proprietary process, The Path to Purpose FORMula™.

He and his wife Mandy have been happily married since 2004. They were blessed with a son, Cooper, in 2005 and daughter, Claire, in 2011. Their family enjoys being active in their church, traveling, hosting friends and family, spectating at amateur sporting events (especially swimming), and experiencing different cultures. On occasion Ben enjoys playing golf, sometimes in amateur tournaments, which he credits for teaching him patience. He also will tackle the occasional home improvement project, read non-fiction, and watch documentaries. Through experience and “honey-do-lists” Ben has learned to never start a project he’s not ready to finish.


Kendra Elliott

Client Services Manager

765-698-5121 ext.102

513-386-0963

kelliott@pathwayplanners.com

Kendra is integral in delivering the client experience at Pathway Financial Planning. Kendra earned her Bachelors of Applied Management Degree from Ohio University. She has 6 years’ industry experience, working in an advisor support role. She manages daily operational items, oversees marketing, client communications, and handles much of the client onboarding process. Her focus is on delivering exceptional service to all clients and supporting Ben in a way that maximizes the time he can spend working with and for clients.