Ben Shively, CFP®, CIMA

Benjamin D. Shively, CFP®, CIMA joined the firm’s investment team in 2021. He is a CERTIFIED FINANCIAL PLANNER™ and has earned the Certified Investment Management Analyst designation.

Ben has over 25 years of experience in the investment industry designing and managing investment portfolios for individual and institutional clients. Ben earned his bachelor’s degree in finance from Western Michigan University and his Masters of Business Administration from the University of Notre Dame.

Ben is a past board member of the Jorgenson YMCA, past investment committee member of the Foellinger Foundation, and currently serves on the athletic committee for St. Elizabeth Ann Seton school.

He and his wife reside in Fort Wayne with their daughter and son.