Ben serves as a Private Wealth Manager, working with clients to develop and implement comprehensive financial plans. He takes a holistic approach and specializes in the areas of investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning.
Ben brings over a decade of experience to his clients and has worked with individuals of all levels of net worth. Prior to joining Creative Planning, Ben was a financial analyst at an independent wealth management firm in Dallas, Texas, where he specialized in working with clients with a net worth above $20 million. He also has expertise working with a wide range of individuals and families, including business executives and professional athletes.
Ben earned a Bachelor of Business in Financial Consulting from Southern Methodist University and a Master of Science in Accounting and Information Management from the University of Texas at Dallas. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and is licensed in the State of Colorado as a Certified Public Accountant.
Ben is married to Michelle, and together they are the proud parents of a furry son (Maverick the dog). In his free time, you can find Ben exploring the mountains of Colorado in his Jeep, learning to fly fish, or spending time with family and friends.
*See all Creative Planning disclosures and sources.