As a Financial Planning Associate, Ben supports the development of comprehensive financial plan analyses and scenarios. He helps oversee client engagements to ensure each client’s plan stays on track and that any needed adjustments are implemented.
Ben earned a Bachelor of Science in Computer Science from Liberty University and brings a unique blend of experience in software engineering, investment research, and financial planning. He has plans to pursue his Master’s in Financial Planning and is working toward obtaining the CERTIFIED FINANCIAL PLANNER® designation. When he’s not in the office, Ben enjoys hiking, fishing, and rock climbing with friends.
"I have no special talents. I am only passionately curious." - Albert Einstein
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