Ben is responsible for cultivating and nurturing client relationships, structuring and implementing core investment strategies, and evaluating alternative strategies and deal analysis for clients. Prior to joining Trinity in 2018, Ben spent 15 years within regional and multi-state banking corporations (PNC Bank, First Merchants) providing the financing and banking services in support of individual and corporate clients. He has a strong track record in helping clients navigate complex business and tax issues, business valuations and transactional structuring.

Ben is the youngest of 10 children growing up on one of Ohio’s first commercial poultry farms. Today he and his wife, Lynn, currently reside in Lewis Center with their four children — and no egg-laying hens.

Phone: (614) 848-7667
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CERTIFICATIONS & ACCREDITATIONS

Certified Financial Planner™ (CFP®)

Certified Management Accountant (CMA)

EDUCATION

Financial Planning & Services; University of St. Thomas

Master of Business Administration (MBA); University of Dayton

Bachelor of Arts, Finance; Miami University, Oxford

BOARD APPOINTMENTS / VOLUNTEER WORK

Damascus Catholic Mission Campus & Catholic Youth Summer Camp, Governance Board

Design Outreach, Strategic Advisory Committee

St. John Neumann Church, Sunbury Ohio, ministry outreach