Our Team

Ben Merrill, CFP®

Client Service Manager

Ben Merrill, CFP<sup>®</sup>

As Client Service Manager, Ben provides leadership and oversight for the execution and implementation of the client financial plans, coordinating the work of our service team and resolving issues that arise.

Ben graduated from Taylor University in Upland, IN with a Bachelor of Science in Environmental Management, integrating business and environmental science, with a minor in Economics. With a decade of experience helping families in non-profit education administration, Ben’s interest in finance and accounting, and desire to help families make wise decisions led him to pursue a new career in financial planning.

Ben Merrill, CFP®

Ben lives in Warrenville with his wife, Heather, and their four children. Ben enjoys spending time with his family, playing with his kids in The West Suburban Home School Band, building original Lego creations, reading, and participating at their church.

TV Shows: This is Us, The Good Doctor
Band/Musician: Rend Collective
Food: Guacamole
Movie: The Princess Bride
Superhero: Jack-Jack
Quote: Everything is hard until it’s not
Sport: BattleBots
Sports Team: Fast Electric Bots (Whiplash)
Board Game: Empire Builder
Dessert: homemade Dutch Apple Pie
Holiday: Easter
Book: The Lord of the Rings
Author: C.S. Lewis
Candy: Extra-dark Chocolate
Muppet: Gonzo as Charles Dickens
Color: Dark Azure
Animal: Turtle
Charity: Greenhouse Christian Co-School
Place to Visit: Ireland