Ben is known for being our great communicator. In a complicated and sometimes difficult-to-navigate industry, he’s able to simplify and bring focus to just about anything for our staff and clients. He dedicates some of his free time to serving as a board member of Upstate Senior Living, Inc. He is also a member of the Board of the Community Foundation of Greenville and a member of the Investment Committee for the Montreat Conference Center. When he’s not working, Ben loves to read, travel, play golf and ski.
A Greenville native, Ben started his career in the financial services industry in 1987. In 1997, he partnered with Bob Nachman in a collaboration that became one of the largest Registered Investment Advisors in South Carolina. Ben has a gift for being able to see the big picture of any client’s financial goals and explaining what it takes to reach them.
Bachelor of Science, University of South Carolina
Certified Private Wealth Advisor™ Professional