Ben enjoys collaborating with clients to help them define their path to financial freedom. As a former advisor consultant at Oppenheimer Funds and Invesco, Ben worked closely with financial advisors to help them enhance their practices, while obtaining his Chartered Alternative Investment Analyst certification. Given this experience, Ben decided he’d rather be the player than the coach and joined an RIA in Denver where he obtained his CERTIFIED FINANCIAL PLANNER™ certification. Ben graduated from the University of Nebraska-Lincoln with a Bachelor of Science in Finance and a minor in Economics. Outside of work, you’ll find Ben spending time with his wife, daughter, and dog in Arvada. You may also find him on the golf course, ski slope, or searching for the many hidden diners, drive-ins, and dives of Colorado.
Boulder
2595 Canyon Boulevard Suite 320 Boulder, Colorado 80302