For Ben, the relationship comes first. It is important to have a trusting personal relationship in order to understand client goals and objectives fully before delivering advice and guidance. Many of Ben’s clients are highly motivated individuals that recognize the value of time. Leveraging the experience of a professional is important to them. Ben’s focus is helping clients be prepared for critical financial events in their lives such as sale of a business, retirement, caring for future generations or supporting an important charity so his clients can focus their time on their personal and professional passions.
Background & Experience
Ben joined Wilde Wealth in September of 2020, and he began his financial services career with Wells Fargo & Co in 2006.
Ben graduated from Arizona State University, W.P. Carey School of Business earning a BS in Business Management. Received a Certificate of Financial Planning from Boston Institute of Finance and has attained the AIF® designation, which is the mark of commitment to a standard of investment fiduciary excellence.
Away from the office
Outside of work Ben enjoys family time with his wife Jessica, whom he married October 21st, 2011, their daughter Olivia Marie and sons Damien & Leo. They are an active family who enjoys hiking the Arizona Mountains on weekends and taking trips to have new experiences. Ben enjoys weightlifting, running, and cheering on his Arizona Cardinals. Ben and his family are natives and reside in the northern part of Phoenix, Arizona.