Ben started in the financial services industry over 10 years ago as a way to help people make sense of the ever-changing landscape of investing. Through his career, he has seen many different models of wealth management and he believes using a financial planning framework always produces the best result. The start of every meeting always begins with three questions:
- Where are you now?
- Where do you want to go?
- What are your goals?
Using the answers to these questions, he and his clients work together to formulate a plan that strives to achieve those goals. Throughout the process, his goal is to explain each step in easy to understand language so there are no ambiguities.
Ben has worked in many different roles throughout the industry and has a deep understanding of the many complexities people encounter. He is a CFA® charter holder and is a Certified Financial PlannerTM. With this background, he helps his clients tackle the many challenges of planning for retirement, saving for college, estate planning, and managing intricate methods of income.
When Ben is not at the office, he loves to spend time with his wife, Tracy, and son, Luke. They are avid outdoors people and spend a lot of time in the mountains skiing during the winter and camping in the summer. Ben has a deep love for golf, and when he gets some free time, you can find him playing at any of the numerous courses in the Seattle area. At home, they are quite the cooks and always make dinner together at the end of the day.