Ben has a passion for helping others reach and achieve their financial goals. He believes in the KIS (Keep It Simple) methodology for explaining and developing plans to reach financial goals and independence. In working with individuals, families, and business owners he believes your plan should be a living document which will change as your life and business will.
Ben began his career in financial planning shortly after completing an active duty tour with the US Army. He remained a serving citizen soldier, completing a 30 year career and retiring from the US Army Reserve at the rank of COL. Having continued his education along the way he now holds an MBA, MSS (Masters of Strategic Studies), EA (Enrolled Agent) admitted to practice before the IRS, and CFP® (CERTIFIED FINANCIAL PLANNER™).
We maintain a professional network of Attorneys, Certified Public Accountants, Insurance Experts, Mortgage and Banking Experts, and Charitable Giving Experts. We leverage these individuals to assist in giving you the personalized service you deserve without a high overhead of maintaining them in house.