As a CERTIFIED FINANCIAL PLANNER® professional, Ben provides financial planning, wealth management, and investment services to his clients to help guide them through the crucial choices they face to bring their financial goals into reality. Ben lives in San Antonio with his wife, Stephanie, and three boys. After an exciting career as a professional cellist, Ben turned his attention to helping others create a vision for their future and make smart decisions with their money. Ben enjoys spending time with his family, exercising, cooking, and occasionally playing cello for Broadway Across America shows at the Majestic Theater. Areas of focus include: - Financial Planning - Investment Advice and Portfolio Design - Retirement Goal setting and Income Planning - Business Succession Planning - Small Business Retirement Plans Registrations and Licensing: - FINRA Registrations: Series 66 - Texas Dept. of Insurance Life, Accident, Health and HMO