Ben Shively
Senior Financial Advisor
CFP®

Biography

Ben has provided financial planning services since 2010. He provides wealth management strategies for individuals, families, and business owners that are customized to meet their unique goals. He takes a thoughtful approach in coordinating every aspect of financial planning for his clients, including the areas of investments, insurance, tax, estate, and retirement. He is a member of the firm's Investment Committee, where he assists in developing and monitoring the firm’s investment strategy.

Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.

Education

  • BBA, finance and economics, Pacific Lutheran University