With more than 20 years of experience in the investment industry, Ben’s professional background includes extensive work on 401(k) retirement plans, investment management for pension portfolios and advisory support to non-qualified plans. Ben received a B.S. degree in business administration with a specialty in finance from the University of Tennessee. He holds his Series 7 (General Securities) and Series 66 (Investment Advisor Representative) and is registered with Resources Investment Advisors, LLC and Triad Advisors, LLC. Ben holds the AIF® Designation from the Center for Fiduciary Studies, certifying specialized knowledge of fiduciary standards of care and their application to the investment management process.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck