About
Ben
Ben enjoys the collaborative nature of wealth management and is driven by a desire to continually learn, grow, and help others succeed. At Focus, he helps advisors deliver comprehensive planning strategies and personalized guidance to clients. Ben focuses on empowering wealth advisors to spend more time on advanced planning opportunities that help clients pursue their long-term goals.
With three years of experience in the registered investment advisor (RIA) industry, Ben's background includes working with 401(k) plans and supporting ultra-high-net-worth clients. Throughout his career, he has been passionate about helping individuals make informed financial decisions through education, retirement planning, and tax planning.
Outside of work, Ben values spending time with his wife, going to church, and staying active through bodybuilding. He is also an avid football fan and enjoys exploring the outdoors whenever he has the opportunity.
Education and Professional Milestones
-William Jessup University - bachelor’s degree
-William Jessup University – MBA
Ben enjoys the collaborative nature of wealth management and is driven by a desire to continually learn, grow, and help others succeed. At Focus, he helps advisors deliver comprehensive planning strategies and personalized guidance to clients. Ben focuses on empowering wealth advisors to spend more time on advanced planning opportunities that help clients pursue their long-term goals.
With three years of experience in the registered investment advisor (RIA) industry, Ben's background includes working with 401(k) plans and supporting ultra-high-net-worth clients. Throughout his career, he has been passionate about helping individuals make informed financial decisions through education, retirement planning, and tax planning.
Outside of work, Ben values spending time with his wife, going to church, and staying active through bodybuilding. He is also an avid football fan and enjoys exploring the outdoors whenever he has the opportunity.
Education and Professional Milestones
-William Jessup University - bachelor’s degree
-William Jessup University – MBA