Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Small Business
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance
  • Property and Casualty Insurance license


  • Radford University, BBA Finance

Community participation

Radford Noon Rotary Club

Pulaski County Chamber of Commerce

No Bounds- Treasurer

Monuments Across Appalachian Virginia


Ben was born and raised in Pulaski County and graduated from Radford University with a Bachelor of Business Administration in Finance. He lives in the New River Valley with his daughter Rosalita and wife Priyam. In his spare time, he enjoys attending local events, outdoor activities, and spending time with his family.