A Certified Investment Management Analyst™ professional, Ben started working in the investment and asset management business in 2004. Working with institutions, individuals and families, he focuses on wealth management and financial planning.
He is a graduate of California State University Sacramento with a degree in Finance and Economics. Outside of the office Ben spends time with his wife and four children. Ben is active in his church, which also includes volunteering in various ways in the local community. He enjoys driving four-wheel drive trails with his boys, working on his trucks with his friends and sons, and camping with his family.
Check the background of the investment professional on FINRA’s BrokerCheck