Benjamin Putman
CFP®, CPA, CDFA®, CEPA
Senior Vice President, Financial Advisor
Ben Putman brings more than 35 years of experience and a comprehensive approach to wealth management. As a CPA and CFP® with additional credentials in business valuation and divorce planning, Ben helps individuals, families, and business owners navigate complex financial decisions with clarity and confidence. His experience spans tax strategy, retirement planning, estate planning, and investment management.