As a client service advisor with Peak Capital Management, Ben is deeply committed to helping his clients pursue their long-term financial goals. He provides a comprehensive approach to goals-based wealth management and financial planning. Ben believes the cornerstone of a successful client-advisor relationship is the mutual trust and respect that develops over time, and he works hard to earn the trust of clients by being responsive to their needs.
Ben employs the vast resources of Peak Capital Management, to bring the right expertise and tailored financial strategies to best serve each client. He prides himself on providing clients with a white-glove level of service.
Ben has been in the financial services industry since 2015. He earned his undergraduate degree from the University of Wisconsin-Madison in 2012. Ben has been a member of Feed My Starving Children®, a Christian nonprofit organization, since 2014. When not busy helping his clients or serving the community, Ben enjoys snowboarding, fishing, martial arts, and spending time with his family.