Ben advises clients on portfolio development, education planning, retirement plans, and risk management. He works closely with his clients’ other trusted advisors including attorneys and accountants to address his clients’ tax, trust, philanthropic and estate issues; including wealth transfer strategies. He enjoys helping his clients build a solid foundation on which to make their financial decisions with confidence.
Ben received his Bachelor of Science degree from Bluffton University. His decision to join the family business became clear when he saw his father, Pat, helping to change people’s lives. He discovered a passion for helping others achieve their goals.
Ben and his wife, Lacey, love spending time with their daughter (Ellie), cheering on the OSU Buckeyes and staying fit.