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

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Family Finances
  • Estate Planning Strategies
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Grand Valley State University: Bachelor of Business Administration - BBA with a Major in Finance

Interests

My name is Ben Whitaker, an advisor here at OsborneKlein. When I’m not helping clients prepare for their future, I enjoy golfing, being a Dog Dad, and spending time with my family.

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021

Previous experience

  • Finance Intern, 2017-2018
  • Client Service Specialist, 2019-2021