Ben enjoys collaborating with clients to help them amplify and simplify their financial lives. He joined Mercer Advisors in 2022 and manages a team of wealth advisors with a wide range of specialties to serve clients. As a former advisor consultant at OppenheimerFunds and Invesco, Ben worked closely with financial advisors to enhance their practices while obtaining his Chartered Alternative Investment Analyst certification.
Deciding he’d rather be the player than the coach, Ben joined a registered investment advisor (RIA) in Denver and obtained his CERTIFIED FINANCIAL PLANNER® certification. Ben’s motivation is fueled by seeing the impact great financial advice can have on future generations. Witnessing many situations where someone received the wrong advice or advice that derailed them from their goals inspires him to spread financial literacy and positively impact more families.
Both of his parents were medical professionals who passed on their service mindset of caring for everyone. Ben earned a Bachelor of Science in finance and a minor in economics from the University of Nebraska-Lincoln. Ben resides in Northwest Arvada, where he and his wife enjoy the suburbs for raising their family while still having access to the city to enjoy all the Denver Metro has to offer.
Outside of work, Ben spends time with his wife, two children, and dog around the Front Range. You may also find Ben on the golf course, ski slope, or searching for hidden diners, drive-ins, and dives in Colorado. Ben supports his community through 3rd Decade, First Tee, and Sigma Phi Epsilon Fraternity.
Boulder
2595 Canyon Boulevard Suite 320 Boulder, Colorado 80302