“I love the holistic nature of planning we do for our clients—collaborating to provide not only detailed financial planning but also thoughtful life planning.”
Ben’s Story
As a Wealth Planning Associate, Ben partners with clients and advisors to create personalized financial life plans that reflect each client’s goals and values. He plays an active role in client meeting preparation and follow-up, data gathering and analysis, and project coordination to ensure client expectations are met and exceeded. With a strong foundation in relationship management and client service, Ben is committed to delivering a seamless and thoughtful client experience, while supporting the broader advisory team in implementing strategic recommendations.
Ben stays active by coaching water polo, golfing, and exploring new restaurants around the city. A passionate Cincinnati sports fan, he enjoys attending Reds, Bengals, and FC Cincinnati games. He also loves cooking and spending quality time with friends and family.
Specialties: client service, relationship building
