Ben Fredlake,  VP Portfolio Strategy and Client Development, has over a decade of experience in the financial services industry, bringing a wealth of expertise and a proven track record of success to this position. He looks forward to contributing the mission of providing exceptional financial services to clients and leveraging his experience and expertise to help clients achieve their financial goals.

Fredlake holds a Bachelor of Arts degree in Economics from the University of Notre Dame and is a Certified Financial Planner® professional. He is deeply committed to serving his community and is actively involved in volunteering with the Fiesta Bowl organization as a Yellow Jacket committee member.