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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 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

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