Table Rock Wealth Management
Ben J Kalina
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®
Guiding you to and through every financial phase
About me
I grew up on a cattle ranch on the Southern Oregon coast and joined Northwestern Mutual in 2001 after graduating from Southern Oregon University and meeting my wife, Shelly. We have five wonderful kids, and my wife is a proud full-time caretaker for our son with cerebral palsy. Through my family’s personal experience, I understand the importance of preparing for the unexpected, and the daily impact of a holistic financial plan.
I’ve always been driven by giving back to my community, and when I was presented with the opportunity to move back to Southern Oregon and open the Northwestern Mutual Southern Oregon office in 2004, I jumped at the chance.
Being ingrained in the Medford community allows me to better provide comprehensive planning and financial services to my clients. I’m passionate about guiding my clients To and Through all financial stages, helping them build lasting wealth, and protecting what matters most.
Outside of the office, days are full with kids activities and community involvement. In the winter you can find our family skiing at Mt. Ashland, and in the summer, we’ll be out on the lake wake surfing. We love attending South Medford High School sporting events and cheering on our kids, nieces, and nephews. I’m a proud Medford Rogue Rotarian, member of the ARC of Jackson County, First Baptist of Medford, Medford Chamber, and work to fund a scholarship in honor of my mother for non-traditional college students. We love getting away into the outdoors to explore, hike, hunt, and fish.
Our team at Table Rock Wealth Management strive to be the financial planning firm of choice for our Southern Oregon community. We’ll start by getting to know you and your unique goals, and then build a comprehensive plan to get you there. It’s our goal to provide you with a path for financial freedom, helping to create a positive ripple effect for generations to come.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
