Ben is a Chartered Retirement Planning Counselor (CRPC®) and has been a licensed financial advisor for over 20 years. He joined Maxwell Wealth Strategies as a Wealth Planner after working for E*TRADE Capital Management for 15 years. He helps individuals and families reach their overall financial goals through his expertise in financial planning, asset allocation, retirement planning, risk mitigation, legacy planning, and portfolio management.
Ben leverages the extensive scope of financial-planning technology, research tools, and investment solutions of Raymond James–one of the largest independent full-service financial services firms. These resources along with Ben’s expertise enable him to create a comprehensive financial plan for his clients, manage his clients’ overall wealth, and guide his clients through life-changing financial decisions.
Through Maxwell Wealth, Ben has created partnerships with tax advisors, estate planners, and insurance brokers to help his clients with all aspects of financial planning and wealth management.
Ben is a graduate of Brigham Young University and received a degree in Accounting. When not in the office, he enjoys playing ultimate Frisbee, volunteering within his local church, visiting Disneyland, and watching Star Wars movies with his wife and his pre-teen and teenage daughters.