As a Financial Planning Associate, Ben supports the development of comprehensive financial planning analyses and scenarios. He also helps oversee client engagements to keep each plan on track and ensure any needed adjustments are carried out. In addition, Ben supports the firm’s technology transformation initiatives by leading AI and automation efforts, evaluating new tools and workflows, and helping develop internal solutions.
Ben earned a Bachelor of Science in Computer Science and brings a distinctive blend of experience in software engineering, investment research, and financial planning. He is pursuing his Master’s in Financial Planning and Wealth Management at Michigan State University’s Eli Broad College of Business as he works toward the CERTIFIED FINANCIAL PLANNER® designation. Outside the office, Ben enjoys weightlifting, playing electric guitar, and hiking.
"I have no special talents. I am only passionately curious." - Albert Einstein
Stay informed with expert insights, market updates, and financial planning tips - join our email list for valuable guidance straight to your inbox.
PYA Waltman Capital is a registered investment advisor and may only transact business in those state in which it is registered or qualifies for an exemption or exclusion from registration requirements. The content on this website is developed from sources believed to be providing accurate information. The information in this material does not constitute legal, accounting, tax or other professional advice or services. The opinions expressed and material provided are for general information and should not be considered as solicitation for the purchase or sale of any security.