As a Financial Planning Associate, Benjamin works with senior advisors to build, analyze, and maintain customized financial plans for clients. He assists with the analysis behind the recommendations, keeping plans current as clients’ circumstances change.
Benjamin began his career in supply chain management at McCormick Spice Company before moving into financial planning, drawn by a longstanding interest in personal finance and investing. The analytical habits he built there carry into his work now, where the details of a plan have to hold up under scrutiny. He is a graduate of the University of Tennessee and holds the SIE and Series 65 registrations
Outside the office, Benjamin is a sports fan who follows the Baltimore Ravens and the Tennessee Volunteers. He spends his free time at the gym, staying active, and walking his dog outdoors.
