As a South Carolina native, it has been a privilege to serve as an advisor in the Upstate & surrounding areas for 18 years. I’ve lived in Greenville County for nearly 20 years. I am passionate about helping individuals, families and small business owners pursue their financial goals. I hold FINRA Series 7, 63 & 66 licenses as well as life & health insurance licenses. I have experience helping clients plan for important life events such as buying a home, saving for college & enjoying retirement.
Fun facts about me… You can call Josh, Ben or Benjamin, but my favorite title is PAPA! I am a proud grandfather to the sweetest kids you’ll ever meet. Of course I’m biased!
When I’m not in the office, I love spending time with my family & our 2 Min Pin puppies. Lynn and I enjoy serving at Grace Church in Traveler’s Rest. My favorite show is “On Patrol Live”. My favorite sport is being an “arm chair quarterback.”