Senior Financial Planner
Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customized strategies all as part of the proprietary process, The Path to Purpose FORMula™.
He and his wife Mandy have been happily married since 2004. They were blessed with a son, Cooper, in 2005 and daughter, Claire, in 2011. Their family enjoys being active in their church, traveling, hosting friends and family, spectating at amateur sporting events (especially swimming), and experiencing different cultures. On occasion Ben enjoys playing golf, sometimes in amateur tournaments, which he credits for teaching him patience. He also will tackle the occasional home improvement project, read non-fiction, and watch documentaries. Through experience and “honey-do-lists” Ben has learned to never start a project he’s not ready to finish.
Angela works hard at building relationships and cultivating strong partnerships to make a real difference in the efficiency aspects of client service. She is consistently searching for new methods and tools to assist Pathway in running in a more streamlined, efficient, smoothly operating manner. Focusing on the details is what Angela does best and what helps our clients' overall experience.
Mandy recognizes time is our most precious resource. As such, many of her responsibilities at Pathway revolve around supporting Ben in a way that maximizes the time he can spend working for his clients. Her responsibilities include filing and processing of paperwork, event planning & coordination, and managing various client deliverables.