About
Ben
Ben provides advisor support to Focus clients and assists with financial planning initiatives. He loves the opportunity to get to understand what is most important to clients and help them achieve their goals and dreams. He has four years of experience spanning various roles in the financial services industry, from administration to lead advisor responsibilities.
Ben’s career began at Edward Jones as a Branch Office Administrator across offices in Southern Arizona. In that role, Ben oversaw branch administration and operations. Upon graduation, Ben was hired as a Financial Advisor at the firm, where he was responsible for client relationships, business development, portfolio implementation, financial planning, and team leadership. He then joined Mariner Wealth Advisors as an Associate Wealth Advisor, where he was responsible for investment and plan analysis, client communication and relationships, and meeting preparation.
Outside of the office, Ben enjoys spending time with his wife, their son, and their dog. He also likes reading, playing basketball, and taking part in outdoor activities with his family.
Education and Professional Milestones
-University of Arizona - bachelor’s degree in personal and family financial planning
Ben provides advisor support to Focus clients and assists with financial planning initiatives. He loves the opportunity to get to understand what is most important to clients and help them achieve their goals and dreams. He has four years of experience spanning various roles in the financial services industry, from administration to lead advisor responsibilities.
Ben’s career began at Edward Jones as a Branch Office Administrator across offices in Southern Arizona. In that role, Ben oversaw branch administration and operations. Upon graduation, Ben was hired as a Financial Advisor at the firm, where he was responsible for client relationships, business development, portfolio implementation, financial planning, and team leadership. He then joined Mariner Wealth Advisors as an Associate Wealth Advisor, where he was responsible for investment and plan analysis, client communication and relationships, and meeting preparation.
Outside of the office, Ben enjoys spending time with his wife, their son, and their dog. He also likes reading, playing basketball, and taking part in outdoor activities with his family.
Education and Professional Milestones
-University of Arizona - bachelor’s degree in personal and family financial planning