Benjamin Heiler, CFP®
Ben has over 6 years of experience in the financial services industry. He delivers comprehensive wealth management solutions that include a variety of account types including managed investment accounts for individuals and charitable organizations, IRAs, and revocable/irrevocable trusts.
Ben earned his B.S. degree from Illinois State University, where he majored in Finance and minored in Accounting. He currently holds the Series 7 and 66 securities registrations as well as his Life, Health, and Long-Term Care insurance licenses held through LPL Financial. Ben holds the CERTIFIED FINANCIAL PLANNER™ certification.
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