Ben began his career in financial planning at Summit in 2012 after an eleven-year career in the information technology field. He graduated Magna Cum Laude with a Bachelor’s degree in Consumer and Family Financial Services from The Ohio State University.
Ben is a CERTIFIED FINANCIAL PLANNER™ professional and member of the National Association of Personal Financial Advisors (NAPFA). Ben’s planning focus specializes in retirement income planning and analysis, tax planning, Social Security and Medicare consulting.
Ben resides in Westerville with his family. They enjoy hiking, kayaking, running and other outdoor activities. Annual family vacations typically target different National Parks. He spends his free time volunteering with different charitable organizations and is actively involved in his community church.
To hear more about Ben, view his video: Ben’s Video