FULL BIOGRAPHY
With over 25 years of experience in the financial services industry, Ben is passionate about helping individuals and families confidently plan for retirement. He earned his degree in Finance from Kent State University, which laid the foundation for a career dedicated to thoughtful financial guidance and long-term planning.
For the past 15 years, Ben has been proud to be part of the team at IWM. What he loves most about working at IWM is the opportunity to truly impact the lives of clients. The firm’s goal is to provide a clear and confident picture of what retirement looks like, allowing clients to focus on enjoying this stage of life. Being able to watch clients accomplish the goals and experiences they have always dreamed of in retirement is one of the most rewarding parts of his work.
Ben works directly with “Baby Boomer” pre-retirees and those already retired to develop customized strategies designed to create, protect, and transfer wealth. He also counsels many seniors, helping them determine the best approach for their Social Security and Medicare decisions.
Ben is married to Kristie and enjoys spending time with family. He is extremely active in the YMCA organization and enjoys a variety of recreational activities, including golf and basketball.