Ben specializes in comprehensive financial advice such as retirement, education and legacy planning. Helping clients tackle the complexities of their financial lives, he uses practical strategies that work while mitigating unnecessary taxation. Ben has a head for numbers – dollars, specifically – but primarily enjoys connecting with people as their trusted financial advisor.

“Through extensive due-diligence, it became apparent that Raymond James is client- and advisor-focused,” he said.  “It’s important to have executive and branch management that support financial advisor efforts that are in the best interest of clients.”

Prior to joining Raymond James in 2018, Ben served as a financial advisor, wealth advisor and vice president of wealth management at UBS. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2006 and his bachelor’s degree in business administration from Chapman University in Orange, California, in 1993.

With integrity and leadership as the cornerstone of his business for the past 14 years, Ben’s primary objective for his clients is that they have confidence their financial goals will be understood and met. He keeps his focus on the big picture and helps clients move forward while avoiding financial pitfalls.

Originally from Minnetonka, Minnesota, Ben resides in Meridian, Idaho. He adores his wife, Heather, and their two children, Max and Sophia. In his free time, Ben enjoys hiking, playing tennis and Scrabble.