Benjamin Beckstead, CWS™
Education & Certificates
B.S., Brigham Young University
Wealth Management SpecialistTM
Professional Background
I bring more than 15 years of experience in the financial services industry, with a diverse background spanning investor relations, asset management, marketing, project management, and technology. My experience helping companies grow and evolve has shaped my approach to wealth management, where I focus on helping families and business owners navigate the accumulation, distribution, and transfer of wealth. I believe strong relationships are the foundation of effective financial planning and am committed to creating adaptable, integrated strategies that evolve alongside my clients’ lives, goals, and families.
Personal Interests
I enjoy spending time with my wife and our six children, whether at the beach, pool, or on the sports field. In my free time, I enjoy playing golf, pickleball, and staying active. I also give back to my community by coaching youth sports, including baseball, soccer, flag football, and volleyball, as well as volunteering with my church, where I work with the youth group. I find it especially rewarding to mentor young people and watch them grow and develop over the years.