The Team

The Team

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Benjamin Harvey

Ben began his career in financial services in 2005 as a Loan Officer at a community bank in Connersville, IN.  After success in this capacity, in 2010 Ben was promoted to the trust & wealth management department as an Assistant Vice President.  Over the next 3 years Ben attended and graduated from Cannon Financial Institute’s Trust School.  Upon completion of Trust School, Ben sat for and passed the Certified Trust and Financial Advisor (CTFA) exam offered by the Institute of Certified Bankers.  This continues to be the most well respected designation in the arena of trust services.  Concurrently, Ben was learning and building a financial planning & investment management practice.  In 2013 Ben made a huge leap of faith by resigning from the bank & starting Pathway Financial Planning, Inc., an independent financial planning firm.

Ben and his wife Mandy have been happily married since 2004.  In 2005 they were blessed with a son, Cooper and later in 2011 a daughter, Claire.  Mandy prides herself in being a Mom, but also comforting and advocating for others as a Registered Nurse.  They are involved in their local church.  In their leisure they enjoy spending time together as a family, traveling, attending family get-togethers, golfing, gardening, and home improvement projects.

Growing up in Connersville, Ben has a passion for seeing his community and its members thrive.  This is evidenced by his roles as a Trustee at his local church, a Board Member of the local Chamber of Commerce, and frequent public speaker on various financial topics.

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Evan Barnes

Evan began working at Pathway Financial Planning in January 2014 after graduating from Indiana University. He is integral in implementing a wide array of strategies to help clients experience the value of using purpose within financial planning to positively impact their lives. Evan holds his Series 7 and Series 66 securities licenses, as well as an Indiana Life and Health Insurance license. 

Evan married his high school sweetheart, Caitlin, in the summer of 2012. They welcomed their first child, a baby girl named Averie, to their family in December 2015. They are currently enjoying both the thrills and challenges that parenthood brings. Professionally, Caitlin works as a Student Nurse Technician while she completes nursing school and enjoys playing a role in caring for others. In their free time they both enjoy spending time with family and friends, spectating and participating in sports, and walking their dogs.

Ben Harvey and Evan Barnes are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Pathway Financial Planning, Inc. is not affiliated with USA Financial Securities.

Ben Harvey and Evan Barnes are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Ben: (IN; OH) and Evan:(IN). For investment advisory services these states include: Ben: (IN; MT; OH) and Evan: (IN; MT). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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