Specialties
About Me
Hi, I’m Ben – a Senior Associate Wealth Advisor at Focus Partners.
I work with individuals and families to build investment plans and financial strategies that actually work in real life — not just on paper. My job is to help you make smart decisions with your money, stay on track, and feel confident about your future. I stay closely involved with the clients I work with — helping you follow through on your plan, answering questions as life happens, and providing support every step of the way. I got into investing back in college, but what really drew me in was understanding how a financial strategy supports every part of your life — from everyday choices to long-term goals. If you’re looking for a clear, supportive approach to planning your financial future, I’d like to connect.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, MBA
Chartered Designations
What do these credentials mean?
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Disclosures
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.