Ben is one of the few Bend, OR natives. He attended St. Francis and Bend High School where he ran track and cross country and played football and baseball. Always intrigued and involved with business and investments from a very young age, he studied business management and finance at Santa Clara University and pursued additional credentials at Stanford's business school in retirement planning.

It was of critical importance to him that he worked in a profession where he truly added value, and could operate with the utmost integrity, while providing for himself and his family. He moved back to Bend in 2013 and began building his wealth management portfolio.

Today, he focuses first and foremost on his clients' best interests given their goals, personalities, and situations. Capital preservation and a conservative approach are paramount, as is a relationship founded in trust and ethical integrity. He focuses on helping to reduce risk during turbulent market conditions, understanding personal aspirations, and building family legacies.

Ben is a WBFF Men's Fitness Pro, ranked #3 Physique in the USA in 2020, #1 International Pro for 2021, and 4th Worldwide in 2022. Ben enjoys skiing, snowboarding, camping, fly fishing, weightlifting, reading, playing polo, guitar, traveling, and spending time his son Hunter, and daughter Gwen.

He has also earned the following degrees, certification, and licensing:
Bachelor of Science in Commerce: Business Management, Santa Clara University
Stanford Graduate School of Business: Retirement Planning Certification with Honors

Series 7

Series 66

Health Insurance Producer OR

Services

401(k) Rollovers

Endowments and Foundations

Life Insurance

Professional Portfolio Management

Retirement Planning

Corporate Pension Funds

Family Consulting

Philanthropic Services

529 Plans

Estate Planning Strategies

Business Succession Planning