Prior to joining Baird in 2022, Ben began his wealth management career in 2005 at Hefren-Tillotson as a member of their Financial Planning Department. Working at the core of the MASTERPLAN® Process, he gained valuable knowledge and experience along with obtaining his Certified Financial Planner, CFP® designation.
Ben utilizes financial planning to build lifelong relationships with hard working families in their retirement journey. He enjoys complementing the wealth management experience with estate, tax, and income tax planning.
Active in the community, Ben has served at his church Christ United Methodist in Bethel Park as a Sunday School Teacher and member of the Preschool Board. He also serves on the Mt. Lebanon Soccer Association Board as the director of the youth training academy. In his free time, he enjoys coaching youth basketball, baseball, and soccer.
Ben, his wife Courtney, and their four children, Anna, Kyle, Owen, and Levi reside in Mt. Lebanon.