Ben joined Heritage Financial Services in 2008. Ben is a graduate of the University of Nebraska-Lincoln with a Bachelor of Finance. Ben is licensed to sell life, health and disability insurance. He also holds his Series 7 and 66 registrations and is a Registered Representative and Investment Advisor Representative . Specializing in designing financial strategies for businesses and families, Ben is passionate about helping clients set attainable long-term goals. He then helps to pursue these goals through diversification and customized strategies. Ben is a member of the Million Dollar Round Table (Court of the Table) and continues to produce at a top level. Ben enjoys spending time with his wife, Sarah, and their children Lucy, Brennen, and Dylan. Together, they enjoy traveling and visiting with family and friends.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.