Certified Financial Planner™ Professional Investment Advisor Representative
Office Locations: Indianapolis IN, Merrillville IN
Ben’s Success Story Philosophy: Bring your best to the table every time. Be knowledgeable, work very hard for your clients and NEVER treat anyone like a number.
Personal Interests and Motivators: Family, Sports, physical fitness.
I spend my free time with my family, following college sports, playing basketball and Crossfit (albeit not nearly as well the last few years). I also watch too much TV, maybe drink bourbon occasionally and love to BBQ. My specialty is smoked brisket).
Family guides every one of my personal and professional decisions. I love to be around my wife and kids, traveling, coaching their sports teams, swimming in my pool or just hanging out.
I am obsessive about all things Louisville athletics and pay way too much attention to their basketball and football teams. For decades, my dad and I comprised the entirety of the University of Louisville/University of Kentucky rivalry and I miss him on every U of L/UK game day.
I do think the way we operate as a family practice makes our firm special. Some people think it is weird that I work with mostly family all day and hang out with them, as well. I love it. There’s a sort of familial “short hand” that permeates our office, makes our processes and communications more efficient. For better or worse, the designation of “family” now extends the non-family-members in the office.
Licenses & Certifications
Licenses and Certifications:
FINRA SEI, Series 6, 7, 63, 66 securities licenses (visit https://brokercheck.finra.org/individual/summary/4262156 to see Ben’s FINRA regulatory bio)
Certified Financial Planner™ Professional, CFP®
Chartered Financial Consultant, ChFC®
Certified Fund Specialist, CFS®
Chartered Advisor for Senior Living™, CASL®
Retirement Income Certified Professional, RICP®
Education: Bachelor’s Degree–University of Louisville