John Ben Brazier, CFP®
Assistant Director of Financial Planning / Associate Financial Advisor
Joined:
September 2018
Education:
Bachelors of Business Administration in Finance from the University of Wisconsin Whitewater.
Industry Credentials:
Certified Financial Planner ® (CFP)
Series 7 and 66
Life, Health, and Disability Insurance License
Specialty:
Financial Planning: Ben focuses on assisting the Financial Advisors in creating and presenting customized Financial Plans and Investment Analysis which help clients attain personal and financial goals. Ben is also a member of the firms’ Investment Committee that is responsible for setting the overall investment strategy of the firm.
Get to Know Me:
Ben lives in Shorewood with his fiancée Gina and their puppy Korra. In addition to spending time with family, Ben is an avid reader that enjoys music, cooking, working out, and many outdoor activities such as hiking and golf.