Ben Thiele CFP^®, TPCP^®, MBA

Ben works closely with the advisory team to ensure that clients have the investment plan and holistic planning strategies they need to work towards their most important life and financial goals. He helps clients complete their plan’s action items and answers questions between meetings to ensure day-to-day implementation runs smoothly.

After taking an investment course in college, Ben’s interest in the markets evolved to encompass how an investment strategy interacts with the other aspects of a person’s or family's financial plan. Today, Ben sees the most satisfaction from building relationships and assisting advisors in finding the right strategy for clients to pursue a comprehensive set of long-term objectives.

Outside of work, Ben enjoys going to comedy sets, watching sports, playing basketball, movies, reading, and being outside with his wife Taylor and two young kids.