Ben Reynolds, CFP®, CIMA®

Director of Financial Planning

Ben is the Director of Financial Planning Operations and equips our team in providing financial advice that is customized, holistic and objective. You will be hard-pressed to find someone as thorough and detail-oriented as Ben. He’s the exact type of person you’d want to help oversee a financial plan to ensure a comprehensive and thoughtful approach. 

Ben has played over 200 golf courses around the world and is our team’s secret weapon (shhhh!) for golf scrambles. He and his wife, Sarah, are proud puppy parents to Rory, a black Labrador.

Ben has a bachelor’s degree in Management from Gustavus Adolphus College and is a Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst® (CIMA®). 

Ben is licensed to do business in AZ, CA, IA, IL, MN, ND, OK, and WI. California Insurance Producer License Number 0M93460.

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