Ben Anderson

Financial Planning Specialist

"Helping clients uncover their most fulfilling life and make that life a reality is richly rewarding for our clients and a pleasure for our team. Each day I can be a part of getting to know our clients more deeply and empowering them to live with purpose and passion is a day well spent."

With CapTrust Since

2020

College / Degrees

University of Michigan – BA in Economics

Experience

CapTrust Financial Advisors, Relationship Manager,
2020 – Present

JPMorgan Chase Bank, Relationship Banker,
2016 – 2020

Perich Advertising + Design, Account Coordinator,
2014 – 2015

Hometown

Eau Claire, MI

Travel

My Top Five:

  • Amalfi Coast, Italy
  • Huémoz, Switzerland
  • Sea of Galilee, Israel
  • Paris, France
  • Guangzhou, China

What got you interested in this field?

The journey has been gradual—starting with a dad in the financial industry, reading Rich Dad Poor Dad in fifth grade, a natural wiring to strategize, a love for meaningful, impactful relationships with people, an inspirational career coach and intentional conversations with many financial advisors.

Family

My beautiful wife, Shawney, and I constantly find ourselves entertained by our talkative and energetic toddler, Israel. We love him to pieces and enjoy watching him grow before our eyes.

Hobbies and Relaxation

In addition to tickling, chasing and experiencing life afresh through the eyes of our son, I also enjoy playing board games and card games, hiking and exploring new parks, studying theology and catching up with friends and family.

Community Service

The Local Church, small group co-leader

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Copyright © 2023 CapTrust Financial Advisors. All rights reserved.