Director of Wealth Management
As Director of Wealth Management, Ben is responsible for driving company growth through overseeing a team of wealth managers to disseminate Reilly Financial Advisor’s unique value proposition and to assist clients in identifying and achieving their financial goals. This is done through multiple channels that include supporting Charles Schwab offices throughout the Southwestern United States, as well as Reilly Financial Advisors operations abroad.
Prior to joining Reilly Financial Advisors Ben proudly served in the United States Navy and then spent over 12 years in financial services, first as a financial advisor, and then in management with a major life insurance provider, a registered investment advisor, and a large brokerage firm.
Ben received a Bachelor of Science degree in Business Administration with an emphasis in Financial Services as well as a Master of Science degree in Business Administration with a concentration in Financial and Tax Planning from San Diego State University. Ben also holds the Certified Financial Planner, CFP® designation, the Life Underwriter Training Council Fellow, LUTCF designation, and has earned the FINRA Series 6, 7, 9, 10, 63, and 65 licenses.
In Ben’s free time the thing he loves most is spending time with his son, and their favorite things to do is hike and swim. When he isn’t doing that, you can usually find him in the gym or enjoying craft beer.
Why I Do What I Do:
I decided to pursue financial services because of my passion for learning about investments. That passion quickly grew to helping others with their investments, and then expanded into financial planning and Wealth Management. The rewarding part of what I do is the relationships I have built and seeing others succeed.