Ben is a Financial Advisor with more than 12 years of financial services, retirement planning, and investment management experience. Ben focuses on advising the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment strategy, and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning, and other long-term financial strategies. Ben holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNERTM certification, and Certified Private Wealth Advisor® (CPWA®) certification, and is a native of Nashville, TN, where he graduated from Belmont University with both an Undergraduate degree in International Business and a Master’s in Business Administration in Finance. Outside of work, Ben enjoys rock climbing, world travel and fast cars.