Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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

Education

  • Radford University, BBA Finance

Interests

Ben was born and raised in Pulaski County and graduated from Radford University with a bachelor’s degree in finance. He lives in the New River Valley with his wife, Angelica, and daughter, Rosalita. In his spare time, he enjoys spending time with his family and their two dogs, Daisy and Edie, cooking and boating on Claytor lake.

Community participation

Montgomery County Chamber of Commerce

Pulaski County Chamber of Commerce