I provide comprehensive and customized investment planning strategies to my valued clients. As a trusted advisor, I work diligently to assist clients throughout the different stages of their lives.

I started my career as a Financial Advisor with Merrill Lynch in 2000 and joined Wells Fargo Advisors in 2012. In 2005, I earned the CERTIFIED FINANCIAL PLANNER® certification by passing a rigorous examination and meeting stringent experience requirements. I also earned my Chartered Retirement Planning Counselor CRPC® designation in 2010. I graduated from Michigan State University and have spent most of my life in the Traverse City area.

Away from the office-

I'm a parishioner at St. Francis Catholic Church in Traverse City. I also serve on the Board of the Traverse City Country Club. My wife Adrienne and I have 3 children, Madison, Garrett, and Evelyn, and we live on the Old Mission Peninsula. Our family has strong Northern Michigan roots and thoroughly enjoy our life here.

As a Financial Advisor, Ben works with businesses and individuals to help them develop investment strategies designed to line-up with their financial goals and risk tolerance. Ben is devoted to providing each client with comprehensive advice alongside portfolio strategies, delivered with the highest level of service and professional integrity.

Ben began his career with Wells Fargo Advisors in 2018.  In early 2020 Ben earned the CERTIFIED FINANCIAL PLANNERTM designation.  The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies.  CFP® certificants also agree to meet ongoing continuing education requirements.

Ben strongly believes a planned financial future is the key to attaining your goals. He is able to truly focus on the goals of each individual by taking the time to build lasting relationships with his clients.  No matter what your goals are, Ben works to help you implement a plan to pursue them. 

Away From the Office

A Traverse City native, Ben and his wife Courtney reside on the Old Mission Peninsula.  They have two children Ella and Liam.  Spending time with their young family is a top priority for Ben and Courtney.  Ben is actively involved in the community as a mentor to the Traverse City Central Boys high school tennis team and sits on the board of the Oleson Foundation.