Broker Check
Ben  Harvey RICP®

Ben Harvey RICP®

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.