Meet Ben
Ben is a Regional Vice President based in Newport Beach, California. Prior to joining Mercer Advisors, he spent 15 years in various roles in financial services firms, including MetLife Resources, Legacy Financial Group, and Morgan Stanley. He earned a Bachelor of Fine Arts from Texas Christian University. Ben is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant®, and Certified Fund Specialist®.
His working style
Ben is known for his genuine curiosity, warm communication style, and ability to make people feel understood from the very first conversation. He helps people identify what matters most to them. Ben’s approach is thoughtful, transparent, and grounded in trust — making complex decisions feel approachable and clear.
Ben in real life
What keeps you busy outside of work?
Most of my free time is spent with my wife, Lena, and our teenage son. We love traveling, supporting our son’s martial arts training, and spending time near the ocean whenever possible. I’m also passionate about the arts and love to attend live theater.
What makes you tick?
I’ve always been driven by the idea of freedom — financial, personal, and creative. I love helping people gain clarity and confidence in areas that often feel stressful or complicated. That desire to turn complexity into simplicity — and stress into peace — is what drives me every day.
What makes you tick?
I love being part of Mercer Advisors because it combines the best of both worlds — the heart of a client-first boutique culture and the depth of a highly respected national firm. Every conversation begins with understanding what matters most to people.
Ben’s snapshots
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