Financial Advisor - Dallas, TX
Sharing a birthday with his twin sister, Ben grew up living most of his years in Houston, Texas in a family of six. His childhood was comfortably supported by his father who works as a chemical engineer in the corporate space, and his mother who cared for the home. Growing up splitting time in sports and music with his siblings, Ben experienced an array of hobbies.
One Piece of Advice
Financial planning is not part of everyday dinner conversation, but it should be.
Why I Became a Financial Advisor
Upon graduating high school, a neighbor gifted him money under the condition he invest the funds in the stock market with a local financial advisor. This encounter sparked a great interest in investing for Ben. Attending the University of Mary Hardin-Baylor, he attained his BBA in Marketing while a member of the men’s golf team. Seeing the fruit of his investments from years earlier, it was clear to him that he wanted to share his experience with others through financial planning.
My Career & Credentials
Ben began his career out of college by joining an industry leading firm as an advisor and acquired his Series 7, 65, and 26 licenses, as well as his Group One Life and Health Insurance license. Building his practice from the ground up, he worked with clients across the US for over five years before joining Cadent Capital as a financial advisor. He is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ professional program at the University of Texas-Austin to further his knowledge in helping individuals accomplish their wealth management goals. He has extensive background in insurance, client psychology, and Social Security claiming strategies.
Life Away from the Office
Outside of the office, Ben enjoys spending time with his wife, Erin, and their two daughters Lyla and Remi. Having an active home with two toddlers keeps them on their toes and appreciative of a good night’s sleep. Ben enjoys being an avid outdoorsman, amateur BBQ pitmaster and self-proclaimed chef. Most weekends you can find him enjoying time with family and friends. He will never turn down a good cheeseburger and always appreciates rattling off a good one-liner. His family resides in Fort Worth and are active members of their church, Watermark-Fort Worth.