Ben joined our firm following work as a Data Analyst for Clearwater Analytics. He brings with him knowledge and experience gained in reconciling financial data and transactional reporting for some of the world’s largest companies. While assisting our office with client relations, portfolio analysis, fund research, and overall financial planning, he is concurrently studying to become licensed as a holistic financial advisor.
Ben was born and raised in Colorado, before heading to Boise State University, where he earned a degree in Quantitative Economics with an emphasis in Applied Mathematics. As his last name implies, he is one of Steve and Kim’s two sons - we’ll leave it to them to battle for the “most favorite” title. When not in the office, he can be found trail running, skiing, swimming, or listening to live music.