Ben Shively
Senior Financial Advisor


Ben has provided financial planning services since 2010. He provides wealth management strategies for individuals, families, and business owners that are customized to meet their unique goals. He takes a thoughtful approach in coordinating every 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 assists in developing and monitoring the firm’s investment strategy.

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


  • BBA, finance and economics, Pacific Lutheran University