Creating the Future of Financial Services
If you are anything like me… you entered the financial services industry and were taught how to prospect, what to say on the phone, how to take a fact finder, and how to sell products and solutions. There is nothing wrong with this approach, but for most of us… we were never taught how to be an advisor and business owner. Below is a list of some of the areas that I’ve helped current clients achieve success.
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Ben joined Northwestern Mutual as an intern in 1999. In 2001, Ben graduated from Miami University and began full-time at Northwestern Mutual.
In 2020, Ben co-founded LiveWell Capital, which is a part of the Northwestern Mutual Private Client Group. Currently, Ben serves as the CEO of LiveWell Capital. LiveWell Capital has offices in 4 cities, has clients in all 50 states, and oversees over $1B in client assets. As an advisor, Ben works primarily with Fortune 500 Executives, Entrepreneurs, and Pre-Retirees.
His areas of expertise include:
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Planning with executive stock options & RSU's
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Charitable giving techniques and strategy
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Portfolio construction
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Distribution and tax strategies in retirement
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Tax strategy and planning for liquidity events
Ben and his wife, Lindsey, reside in Indian Hill with their two children, Logan and Campbell, and their dogs, Mac and Truman. Ben currently serves on the board of City Link and was the past board president for Cincinnati Hills Christian Academy. In his spare time, he enjoys spending his time coaching his kid's sports teams and playing tennis. Ben began coaching other advisors in 2020 as a way to give back to an industry that has given him so much.