Benjamin (Ben) is primarily responsible for coordinating the financial planning analysis and illustrations we provide for our clients. He is closely involved in our investment and portfolio research as a member of our advisory team. As a Certified Financial Planner™ professional, Ben also spends his time working with clients on their financial planning needs.
Prior to joining our team in 2009, Ben worked for another financial advisory firm as an Operations Manager and an Investment Analyst. He graduated from Portland State University in 2009 with a Bachelor's degree in Business Administration and holds two additional undergraduate degrees in the field of Computer Science. He also earned an Executive Financial Planning graduate certificate from the University of Portland in 2011.
Ben has always lived in the Pacific Northwest and currently resides in Beavercreek, Oregon. He has been married to his wife, Shannon, since 2006 and together they have two daughters: Lexie and Aria. In his off-time, Ben enjoys doing projects around the house, reading, playing games, and playing the piano.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.