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, cashflow planning, income tax strategies, insurance, and estate planning.
Ben earned his Bachelor of Science degree in Personal Finance/Financial Planning from the University of Wisconsin - Madison. He has been working with Michael and Debi since 2019 and holds his Series 7 and 66 licenses. In 2024, he earned the prestigious Certified Financial Planner® designation.
Ben lives in Hartland, Wisconsin with his wife, Haley. They enjoy spending time outdoors hiking, kayaking, or relaxing at the beach with a good book. A lifelong sports enthusiast, Ben follows nearly all Wisconsin sports - and is an avid Formula 1 fan as well.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.