Ben is a Financial Consultant with Carroll Financial Associates and a Registered Representative with Cetera Advisor Networks. He holds a Bachelor of Arts degree from Wittenberg University in Business Management. He is also a Certified Financial Planner (CFP®).
Ben has been a pastor for 17 years. He began as a Youth Pastor and moved on to Associate Pastor, Executive Pastor, and then Interim-Senior Pastor all in the same church. He eventually joined a team of church planters and became the Lead Pastor of Vineyard Church of Rock Hill.
With a business background in college and ministry experience in vocation, Ben has developed a strong passion for integrating business and ministry. When he met Mike Jette in 2014 they began to dream about partnering together to do financial planning from a “eternal perspective.” Ben plans to be a bi-vocational pastor and financial advisor long term.
Ben enjoys helping his clients focus not only on their return on investment (ROI), but also their return on life (ROL). He believes that Return on Life is the best “scorecard” to use when it comes to managing money. Instead of focusing solely on return on investment, net worth, or account balances, he likes to help his clients consider the bigger picture. What are your long-term dreams and desires? What is most important to you? What kind of impact do you want to have on those around you? What does “winning in life” look like to you? He hopes that using this approach to financial planning will allow his clients to take control of their money, and make it work toward what they value most.
Together Ben and Mike strive to help their clients manage their money well by giving them the tools to save more, grow more, and give more. Some of the tools they like to use with clients are:
ROL Financial Plan- helping clients measure, plan, and set goals for how much of their finances they allocate to: live (lifestyle spending), give (money they give to causes they love), owe (debt and taxes), and grow (savings and investments).
ROL Investing- helping clients plan ahead, invest, and save wisely. Together with a strong team at Carroll Financial they have over 30 years of investing experience.
ROL Decision Making- helping clients make wise choices by walking through a process that clearly defines the question, prioritizes the criteria, and identifies all the options. Their business is built on doing what is best for their clients. They will strive to keep honesty, transparency, and availability as core values in all of their business practices.