3115 Roswell Road, Suite 102
Marietta, GA 30062
With over 10 years as a financial planner in the Greater Atlanta area, Ben specializes in helping individuals and small businesses accumulate, preserve and distribute wealth in a way that addresses their goals and needs. He accomplishes this using a confidential, customized process. To do that, it is important to invest his time to understand what someone is working towards before investing their money. Working closely with his clients, their CPA, and other professionals, he can help determine the most appropriate financial strategy for them and their family. Ben also helps with retirement savings strategies to give more choices when people reach the point they want work to be optional. Working together, Ben and his clients identify goals and assess risks so they can address them as necessary.
Ben commits to having a Client-First Mentality, Smart Wealth Building and Fast, Friendly Service. He is also a member of Kingdom Advisors, successfully having completed the Certified Kingdom Advisor® requirements.
Ben graduated with a B.S. in Mathematics from the University of North Georgia, earned a M.Ed. from Georgia State University and an MBA from Clemson University.
At Emory University, he did the course work for his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. Later, he joined the faculty at Emory as an instructor in that program for three years, followed by four years teaching future CFP's at Oglethorpe University as an instructor in Investment Planning, Retirement Planning and Insurance Planning courses. In addition to the CFP® certification, Ben is a Chartered Financial Consultant® (ChFC®) having earned that advanced designation at The American College and an Accredited Asset Management Specialist℠ (AAMS®) earned through the College for Financial Planning. Ben holds the Series 7 registration through LPL Financial, and Series 66 registration through both LPL Financial and CWM, as well as Life, Health and Variable products insurance licenses.
Giving back is important to Ben and he is active in the community. He is a past president of Metro Marietta Kiwanis Club, an active member of Johnson Ferry Baptist Church and a Life Member of the Veterans of Foreign Wars (VFW). He is a retired Lieutenant Colonel (Army) and he applies many of the ethical traits inculcated during his 28 year career into his work today. He also gives back to the University of North Georgia, being active on the University’s Alumni Council and on the Corps Advisory Council. He and his wife, June, have two daughters, seven grandchildren and a rescue dog. According to Ben, “We enjoy living in East Cobb County and working with our neighbors. Please call for a no-cost, no-obligation consultation.”