Benjamin Poe

Benjamin knew he wanted to work in a field where he could make a difference in people’s lives. Financial planning stood out because of how important financial decisions are in people’s futures. He enjoys helping clients organize their finances and structuring retirement plans.

A graduate of Miami University in Oxford, Ohio, Benjamin holds a bachelor’s degree in accounting with a minor in human capital management and leadership. He has passed the Series 65 securities exam and holds life, health and annuity insurance licenses.

Originally from northeast Ohio and a fan of Cleveland sports, Benjamin now lives in Dallas with his wife, Liza, and their two golden retrievers, Reese and Aspen. Outside the office, he loves staying active through hiking and water skiing. He also enjoys traveling, exploring new places and attending live music concerts.