Ben is a CERTIFIED FINANCIAL PLANNER™ professional who focuses on financial planning, investment management, and retirement planning. He began his career in the financial services industry in 2014 with Mark Cross at Wells Fargo Advisors and joined Highland Trust Partners the following year.

Ben started as a model analyst, mastering model reporting software and using these tools to update the firm’s partners on model performance and client portfolios. He later transitioned into his current role as Trade and Portfolio Operations Manager, where he processes trades and helps manage the firm’s model portfolios.

A lifelong Athens native, Ben graduated in 2019 with a degree in Finance from the Terry College of Business at the University of Georgia. He and his wife, Caroline, were married in 2019 and welcomed their daughter, Eloise, in 2022. Outside of work, Ben volunteers as a chapter counselor for Sigma Phi Epsilon fraternity, where he previously served as President during his undergraduate years. He is an avid supporter of UGA Athletics and takes every opportunity to cheer on the Dawgs “Between the Hedges” or on the road.