Being a client analyst at Laird Norton Wealth Management (LNWM) requires “the perfect combination of logic, math, finance and interpersonal skills,” says Ben. Having honed all those skills for years, he loves applying them to find solutions for clients that enhance their lives and make the most sense for them and their family, often over many generations.
A true westerner, Ben grew up in Arizona and went to college in Utah before moving to Seattle to start his career. A college wrestler, he knows that the wrong move can result in unnecessary losses. Here at LNWM, he points out, we can take time to find what works best for each client, not rush into doing what might seem obvious or easy. The result is fully considered and integrated wealth planning that stands the test of time and can continue to accomplish client goals year after year.
Another thing Ben values about LNWM: Despite strong growth over the decades, we remain independent and fee-only, so clients can trust us to offer unbiased advice focused solely on their needs.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- Accredited Financial Counselor® (AFC®)
- B.S. in Personal Financial Planning
Utah Valley University