About Ben
Ben enjoys working with clients to determine their life goals and devising a road map to achieve them. Outside the office, Ben is active in the financial planning community and is a member of the Dallas-Fort Worth Financial Planning Association, where he serves on the Career Development committee. He helped form the Texas A&M Financial Planning Alumni Advisory Board, which fosters the growth of the next generation of Aggie financial planners.
Ben is originally from East Texas and currently resides in Dallas. He and his wife, Emma, attend White Rock Fellowship church. He enjoys tennis, skiing, traveling, landscaping, spreadsheets, Dallas sports teams, and the Fightin’ Texas Aggies.
Education and Professional Milestones
-Texas A&M University - bachelor of business administration in finance and a certificate in financial planning
-Was a financial advisor for Clintsman Financial Planning
-Worked for an independent wealth management firm in Dallas, serving high-net-worth clients, executives, and business owners
Ben enjoys working with clients to determine their life goals and devising a road map to achieve them. Outside the office, Ben is active in the financial planning community and is a member of the Dallas-Fort Worth Financial Planning Association, where he serves on the Career Development committee. He helped form the Texas A&M Financial Planning Alumni Advisory Board, which fosters the growth of the next generation of Aggie financial planners.
Ben is originally from East Texas and currently resides in Dallas. He and his wife, Emma, attend White Rock Fellowship church. He enjoys tennis, skiing, traveling, landscaping, spreadsheets, Dallas sports teams, and the Fightin’ Texas Aggies.
Education and Professional Milestones
-Texas A&M University - bachelor of business administration in finance and a certificate in financial planning
-Was a financial advisor for Clintsman Financial Planning
-Worked for an independent wealth management firm in Dallas, serving high-net-worth clients, executives, and business owners