Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Wealth Specialist (CWS®), a Certified Equity Professional (CEP) and Accredited Estate Planner (AEP®). He holds FINRA Series 7, 66 registrations (held by LPL Financial) as well as life, accident and health insurance licenses. Ben is a member of the San Antonio Estate Planning Council.
Ben’s greatest joys in life come from his relationship with God, his wife and family, and from his ability to help other people. He has been helping people better their financial lives for more than 25 years. He utilizes a defined, comprehensive process to learn individual situations, goals, and dreams, and then creates plans to help clients see how those goals and dreams fit within their current financial situation. He loves to hear clients say, “I feel so much better after talking with you!”
Prior to Genesis Wealth Management, Ben served executives and other high-net worth individuals and families through Fidelity Executive Services and USAA Wealth Management. Ben is a graduate of the University of Utah with a bachelor's degree in mathematics. He earned a Masters of Science in Financial Services (MSFS) through the American College in Bryn Mawr, PA.