Ben is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Asset Management Specialist (AAMS). His education and certification are evidence of Ben's understanding of the investment management business. His track-record of success working with clients at all stages of their lives provides the greatest testament to his ability to provide financial security to his clients.

"My clients are focused on long-term financial stability and security for themselves and for their families. I work with clients to efficiently manage their portfolio risks and increase the probability of financial success. Whether it's education planning, estate and tax planning, or looking forward to retirement, clients want to make sure they are going to have the needed assets in place when the time comes."

Ben focuses on:

• Portfolio management strategy and asset allocation for all investments
• Managing concentrated stock positions and Employee Stock Options
• Estate and long-term planning, including charitable giving strategies.

Ben received a Bachelor of Science in Business from St. Cloud State. He is a volunteer with various Minneapolis area non-profits including Metro Paint-A-Thon and the LEAD Project.