Through the development of genuine, personal relationships with his clients, Ben strives to assist and simplify their financial affairs to give them the freedom to focus their attention on the things that they enjoy most. Ben guides his clients by taking a holistic approach to their retirement needs and assists them with their investments, insurance, income, Medicare, long-term care, and estate plans.
Ben holds two designations from the College for Financial Planning. The Chartered Retirement Planning Counselor (CRPC®) designation has equipped him to assist his clients in planning for one of life’s most important transitions. Ben also has his Accredited Asset Management Specialist (AAMS®) designation where he seeks to maximize his client’s assets by assessing their risk tolerance, time horizon, financial needs and goals.
In 2019 Ben added to his designations by becoming a Certified Kingdom Advisor (CKA®) and joining a community of competent Christian financial advisors.