Ben started his career in 2005 with his current partner, Jeff Hedley, and has covered many roles with the team over the years, including lead planner. He is now the co-investment manager on their PIM portfolios.
Ben is a graduate of Otterbein University with a bachelor's degree in economics and finance. He is also a member of the Otterbein Alumni Council where he focuses on the furthering of education, student success, and career development.
He is a CERTIFIED FINANCIAL PLANNER™ professional, active with the Financial Planning Association, and has been awarded a FORBES Top Next-Gen Best-in-State Wealth Advisor for multiple years.*
Ben lives in Sunbury with his wife Kelly, son Harrison, and twin daughters Grace and Maddie. He enjoys golf and participating with all the kid’s activities.
*Forbes “Top Next-Gen Best-in-State Wealth Advisors” Multi-Year awards. Published annually Jan – April. Rankings based on data as of March 31 of prior year. 2024 Forbes Top Next Gen Best-In-State Wealth Advisors was published 8/8/24, with rankings based on data as of 3/31/24.