With more than 20 years of experience in financial planning and investment management, Ben has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and needs evolve, so will your vision for the future and risk tolerance. Ben will be with you each step of the way, offering sound advice and customized financial strategies designed specifically for you.
Ben endeavors to create long-term, meaningful client relationships and provide personalized financial planning advice using the industry’s most comprehensive resources. His investment process considers your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Ben will design a customized investment strategy based on recommendations made solely with your best interest in mind. He’ll take the time to explain his recommendations, and once you are comfortable with your new plan, he will put it into action and reviews its performance, looking for opportunities to adapt to life changes and new goals.
Ben began his career in financial services in 2001 and previously spent 16 years with Franklin Templeton Investments. Today, he provides financial and estate planning for families and small business owners using stocks, bonds, managed money solutions (like mutual funds and exchange traded funds), college savings plans, insurance products and more through Raymond James.
A native of South Bend, Indiana, Ben now resides in Fishers, Indiana. He is a member of New Hope Presbyterian Church and volunteers with the Indy Premier Soccer Club. Away from the office, Ben and his wife operate Bruster’s Real Ice Cream, a local ice cream shop. He enjoys spending time with his family and friends, watching movies, playing cards and laughing. His passion is for his family, his community and his faith. Ben’s focus in life is to give more than he takes.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with any of the companies mentioned.