Ben works very closely with Michael and Debi, learning more every day. He has a variety of duties that change daily, driven by client or Branch needs. He is taking on more duties as his experience grows. Ben is responsible for a project that allows him to use his technology and research skills, which will assist Michael in the overall portfolio monitoring process.
Ben currently attends the University of Wisconsin – Madison and is majoring in Personal Finance with a focus on Financial Planning and minoring in Entrepreneurship. He is expecting to graduate in the winter of 2020. Ben is very excited for the opportunity to get real experience in the financial world while also learning about it in school. Upon graduation, Ben wants to pass the exams required to obtain his CFP certification. He is also interested in perhaps taking classes toward an MBA.
Ben was raised in Waukesha, Wisconsin and currently resides there when he is not living in Madison for school. When he is not working, Ben likes to go to the movies with his girlfriend Haley or doing fitness activities. He enjoys lifting weights, running and participating in sports with his friends.