As director of financial planning, Ben is responsible for the development, execution, and oversight of financial planning for UMB Private Wealth clients.
Ben has more than 18 years of experience in the financial services industry. Prior to joining UMB, Ben was vice president of financial planning at Waddell & Reed where he was responsible for leading the strategic initiatives focused on modernizing and enhancing the financial planning experience for the firm’s 900+ financial advisors and the clients they serve.
Ben attended University of Kansas, where he earned a bachelor's degree in business administration with an emphasis in finance. He currently serves on the board of directors for the Greater Kansas City Chapter of the Financial Planning Association. He holds Series 7, 24 and 66 licenses and is a Certified Financial Planner™.
As director of financial planning, Ben is responsible for the development, execution, and oversight of financial planning for UMB Private Wealth clients.
Ben has more than 18 years of experience in the financial services industry. Prior to joining UMB, Ben was vice president of financial planning at Waddell & Reed where he was responsible for leading the strategic initiatives focused on modernizing and enhancing the financial planning experience for the firm’s 900+ financial advisors and the clients they serve.
Ben attended University of Kansas, where he earned a bachelor's degree in business administration with an emphasis in finance. He currently serves on the board of directors for the Greater Kansas City Chapter of the Financial Planning Association. He holds Series 7, 24 and 66 licenses and is a Certified Financial Planner™.