Meet Our Team
Benjamin Beard, CPA
LPL FINANCIAL ADVISOR
Benjamin is a Financial Advisor and has worked in the industry since 2020. Bright and collaborative, Benjamin relates to clients on a personal level, believing that a relationship built on trust is paramount to delivering the best advice possible. As a 2022 graduate of the University of Tennessee at Martin and a CPA, Benjamin is poised with the distinct skillset to provide value for our clients. Benjamin and his wife, Annie, are avid board game fans who love to play with friends and family in their free time. We are thankful to have Benjamin on our team.
Get To Know Benjamin
- Favorite Breakfast Food: Vanilla Greek Yogurt
- Favorite Local Lunch Restaurant: The Tiny Baker
- Favorite Snack: Popcorn
- Favorite Vacation Destination: Beaver Creek, Colorado





