Ben has more than 7 years of experience in the investment and financial planning industry. Ben relocated with his family in 2014 to the Milwaukee area to pursue a career in the financial industry by joining Baird. His initial role was in Operations, supporting Baird’s Private Wealth Management business. He was promoted to a Product Support Senior Analyst prior to joining Private Wealth Management in 2017. He is a CERTIFIED FINANCIAL PLANNER™ professional, who focuses on helping individuals and families create comprehensive strategies to wealth management.
Prior to Baird, Ben served in the United States Marine Corps, and was a K9 Deputy Sheriff in Northern Wisconsin. He received a Bachelor of Science in Criminal Justice from the University of Wisconsin – Milwaukee. Ben and his wife Anne have been married for 5 years, and have three children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.