As Client Service Manager, Ben is passionate about investing in his team and watching them grow. He thrives on creating an environment where team members feel empowered to serve clients with excellence and empathy. Ben earned his Bachelor of Science in Marketing from the Marriott School of Business at Brigham Young University (BYU), where he also served as a leader in Y-Serve—the largest student-run service organization in the world. With over five years of experience in the financial services and planning industry, Ben brings both insight and heart to his role.
Outside of work, Ben enjoys spending time with his family and volunteering at his church.
Ben’s favorite business promise is the commitment to listen and offer solutions. He shares,
“I love seeing our team actively listen and interact with clients, and seeing the smile on their faces as we help them move one step closer to their financial dreams.”