He works directly with clients on creating and maximizing their personal financial goals and is passionate about each client’s success. With over 10 years of experience in the wealth management industry, Ben’s favorite aspect of his job is the clients he serves.

He received his Bachelor of Arts in Economics from University of Notre Dame in 2007 and spent five years at a firm in the San Francisco Bay Area after graduating and prior to returning to the Valley.

As a native of Arizona, Ben is an active member of the community. He is part of the Seton Catholic High School Alumni Council which focuses on increasing alumni engagement and community, ASU Foundation Partners in Philanthropy which promotes the spirit of giving through ASU, a member of the Notre Dame Club of Phoenix. Ben is also a member of the Fiesta Bowl Committee to blend his passion for college football with his love for community involvement.

When Ben’s not helping clients, he is spending his time with his wife Carey and son Liam. Ben is an avid golfer, frequent hiker on Camelback mountain’s Echo Canyon trail, and fan of Notre Dame football.