Ben Reynolds, CFP®, RICP®

Director of Wealth Integration & Wealth Coach

You will be hard-pressed to find someone as thorough and detail oriented as Ben. Ben equips our team in providing financial advice that is customized, holistic, and objective. He is the exact type of person you would 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 parents to their daughter, Emma and their dog Rory, a black Labrador. 

Ben has a bachelor’s degree in management from Gustavus Adolphus College and is a Certified Financial Planner™ (CFP®), Retirement Income Certified Professional® (RICP®), 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. 

Let’s discover a different story together