About Ben
Since this is my substack, I will try the authentic angle of writing about myself in first person, which I’ve never enjoyed. It forces you to be introspective, which is a positive thing. But I have a tendency to undersell myself and that is counter productive to the endeavor here. So, this description of me is as real as I can make it without the fluff and what I hope is just the right amount of confidence.
My number one job is as cliché as it gets: to be the best dad and husband I can be. I have an amazing wife, the most amazing in my worldview. Without her, I would still be working a menial 9 - 5 gig on someone else’s dime. More importantly, I wouldn’t have 4 children who mean the world to me. Each is unique and bursting with life, and they give me both perspective and purpose. All else is secondary to this role.
My career, in a meandering sort of way, has led me to become a founder member and co-owner of a successful SEC Registered Investment Advisor in Cincinnati, OH. The firm was started by my late business partner who gave the firm its name, National Wealth Management Group. I’ve never quite warmed up to this name as it sounds too highbrow for me, however I have the upmost respect for my late partner and still mourn his loss. I can’t bring myself to suggest a change so I internally compromise and refer to the firm as NWMG. Here, I have the privilege of working with some of the brightest minds in the money business. This may contribute a bit to my tendency to undersell myself because I am frequently amazed by my colleagues and clients. While this is not the career I imagined for myself when I was 10, especially after watching Top Gun for the first time, it fits me like a pair of Smart Wool socks on a cold day.
For those of you wanting a bit more background, I guess you may just need to subscribe and keep reading. I’m sure I’ll bring up my life from time to time.
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