Ben is a Wealth Advisor at Fortitude Financial, where he has been an integral part of the team since January 2013. His journey reached a milestone in November 2022 when he rose to the position of Partner, underscoring his significant contributions and dedication to the firm's success. Specializing in comprehensive financial planning as well as special needs planning, Ben guides clients towards their goals through comprehensive financial planning and investment and risk management.

A Summa Cum Laude graduate in Business Administration from Eastern Washington University in 2011, Ben holds a major in Marketing and an emphasis in Finance. His commitment to professional growth is evident through earning the Retirement Income Certified Professional (RICP) designation in 2016 and the Certified Financial Planner (CFP) designation in 2017.

Ben has a daughter, Ruth, who has diagnoses of autism and epilepsy, and she has motivated him to pursue a practice in financial planning for families that have special needs family members. Planning is critical for all families, but arguably even more so for those that have special needs and disabilities. Ben is passionate about helping families with special needs individuals to plan ahead in order to take advantage of every opportunity available.

Beyond finance, Ben treasure family time with his wife, three kids, and their dogs, Grace and Clover. Balancing work with a passion for running, golfing, and snowboarding, Ben embodies the commitment to financial success and a well-rounded life.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Fortitude Financial, a registered investment advisor. Fortitude Financial and LPL Financial are separate entities. Fortitude Financial is not a registered broker-dealer.

Firm Description

We Are Fortitude Financial, a wealth management and financial planning practice in Spokane, WA. We understand that individuals encounter unique challenges and opportunities when facing life’s financial situations. Whether your goal is protecting what you have, investing for college, preparing for retirement or optimizing wealth transfer, our services are personalized to address your individual needs.

Hours

Cost