Ben serves as a Financial Professional at the Intelligent Investors Group with Raymond James. He works closely alongside Michael, assisting individuals and couples approaching retirement navigate the transition from working to retirement. Together, they leverage comprehensive financial planning techniques, taking into consideration investments, cash flow planning, income tax strategies, insurance, and estate planning.

Ben graduated from the University of Wisconsin - Madison where he earned a Bachelor of Science in Personal Finance/ Financial Planning. He has been working with Michael and Debi since 2019 and holds his series 7 and 66 licenses. Ben's next goal is to become a CERTIFIED FINANCIAL PLANNER™ professional.

Ben currently lives in Oconomowoc, Wisconsin and enjoys spending time outdoors with his fiancé Haley. They love activities such as hiking, kayaking, or relaxing at the beach with a good book. Ben is also a sports enthusiast and follows the Premier League, Formula 1, and just about all Wisconsin sports.