As Director of Wealth Management, Ben’s focus is on providing wealth management solutions to high net worth individuals. He specializes in helping his clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.
Ben has been a CERTIFIED FINANCIAL PLANNERTM since 2007. He also has been a licensed Certified Public Accountant* since 2004 and Personal Financial Specialist since 2013. In order to further the vital work of his profession, he donates a significant portion of his time to various state and local financial planning and CPA committees. Some of those current and past professional responsibilities include:
Financial Planning Association (Houston Chapter)
Board of Directors (Member: 2013-present)
Pro Bono / Foundation Committee (Member: 2012-2014)
Texas Society of CPAs
Executive Board (Member: 2015-2016, 2017-present)
Board of Directors (Member: 2014-present)
Strategic Planning Committee (Member: 2013-present)
Investments Committee (Member: 2014-present)
Finance Committee (Member: 2017-present)
Young CPAs & Emerging Professionals Committee (Chair: 2012-2014)
Houston CPA Society
Strategic Planning Committee (Member: 2015-present)
Board of Directors (Member: 2012-2016)
Personal Financial Planning Committee (Chair: 2011-2012, Member: 2007-present)
Investment Committee (Member: 2009-2012, 2017-present)
Young Professionals Committee (Chair: 2011-2013, Member: 2011-2015)
Continuing Education Committee (Member: 2010-2011, 2012-2013)
Before joining Stegent Equity Advisors, Inc., Ben founded and ran his own fee-only wealth management firm, PLS Advisory. Prior to that, Ben was a Vice President in the Financial Advisory Services practice of a global consulting firm after spending several years with one of the Big Four public accounting firms.
Ben holds a Bachelor’s degree in Accounting from Brigham Young University and has been the president of the BYU Management Society in Houston since 2010. He is also involved with a number of civic, religious and community initiatives in and around southeast Texas. Ben is a proud Eagle Scout and has served in a number of leadership and support roles in local Scout troops since 2002.
Of utmost importance in Ben’s life is the time he gets to spend with his two young boys. He loves volunteering at their school and he has also gladly given his time as the lead father for the school's "Watch D.O.G.S." program (Dads Of Great Students). In addition, Ben has served as a board member for the Katy American Little League and has coached or been an assistant coach for his sons' football, baseball, basketball and soccer teams.