Photo of Ben Shively
Ben Shively
National Practice Leader, Executive

Industry Expertise


Ben has provided financial planning and investment management services since 2010. He works with executives and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, as well as income tax and estate tax considerations. He thoughtfully coordinates all aspect of financial planning for his clients, including the areas of investments, insurance, tax, estate, and retirement. He is a member of the firm's Investment Committee, where he has assisted in developing and monitoring the firm’s investment strategy since 2014.

Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.

Professional Affiliations

  • Northwest Associate Board Member, Nuestros Pequenos Hermanos (2015-2017)

Community Involvement

  • Court Appointed Special Advocate, Child Advocates of Silicon Valley (2018 – Present)
  • Middle School Baseball Coach, Town School for Boys (2018)


  • BBA, finance and economics, Pacific Lutheran University

Insights from Ben Shively