Ben Siefring, CFP®, ChFC®, LUTCF

SR. PORTFOLIO MANAGER

Ben is a CERTIFIED FINANCIAL PLANNER® with more than a decade of experience creating financial blueprints for individuals, families and small-business owners.

He takes a comprehensive approach to planning, going beyond solely looking at return on investments to assess his clients’ entire financial picture, including mortgages, debt and taxes. From there, he can create a step-by-step plan to help his clients realize their goals.

His mission is to put his clients’ assets to work efficiently so they can achieve their financial objectives as quickly as possible.
Ben is a graduate of the University of Dayton and has achieved several professional certifications. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Chartered Financial Consultant® (ChFC®) and a Life Underwriter Training Council Fellow (LUTCF).

Ben lives in the Cincinnati neighborhood of East Walnut Hills with his wife, Sara and their two children.

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“I try to look at the grand picture, see where you’re trying to get and help you make the most efficient use of your assets.”

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