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

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Insurance
  • Family Finances
  • Saving for Education
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CKA® Certified Kingdom Advisor®

Education

  • Bachelors of Business Administration in Finance from Cleveland State University

Interests

Church Involvement

Family

Friends

Golf

Basketball

Community participation

Board Member with Greater Erie YFC

Ben and Bridget are members of Millcreek Community Church

Awards & recognition

  • Ameriprise Client Experience Award, 2021