Ben’s background is uniquely broad – he holds degrees in Accounting and Finance from the University of Colorado and has built expertise in areas ranging from investment management to insurance planning and real estatehelpinghandfm.com. Before establishing Helping Hand Financial, Ben worked with educators in the Denver market and co-founded a boutique insurance brokerage, experiences that instilled in him a deep commitment to education and a client-centric approachhelpinghandfm.com. Growing up and living in Colorado, Ben understands the values of our community: hard work, integrity, and neighborly trust. He has woven these values into the fabric of our firm.



Though Ben leads the team, we use the term “our team” because it truly is a collective effort. We have a network of specialists and support staff (including client service managers and research analysts) who share the same dedication to exemplary service. When you become a client, you get the personal attention of a small firm and the resources of a larger network through our partnerships (for instance, we have access to robust investment research and technology via our affiliation with a Registered Investment Advisor platform). We do not have flashy titles or aggressive salespeople – when you meet with us, you’re talking to genuine, caring professionals whose goal is to help, not sell. We believe in building deep, long-term relationships with our clients. Many have been with us for years, and we cherish the trust they place in our team. In fact, we often end up working with multiple generations of a family, which is the highest compliment we can receive.