Ben serves as Vice President of the Southwest region for Innovative Portfolios, helping RIAs incorporate the company’s mutual fund strategies into their clients’ investment portfolios. He also handles regional sales for an affiliated investment advisory firm headquartered in Indianapolis, Indiana, and its institutional division.
Prior experience included roles as Vice President for EP Wealth Advisors and a consultant for Charles Schwab and Company, where he worked with business development, client review, analysis and recommendations for high net worth individuals. Ben graduated from The Master’s College and is a candidate for Certified Financial Planning designation.
Active in the community of Santa Clarita where he resides, Ben serves on the Athletic Advisory Committee of the Master’s College Athletic Department and volunteers with youth athletic player development. Ben and his wife, Deborah, have been married since 1999 and have four children, Emily, Matthew, Andrew and Nathan.