Benjamin Beck, CFP
Benjamin Beck, CFP®
Managing Partner / Chief Investment Officer
Growing up as a kid, my head was filled with numbers and baseball. Those were my two passions. I remember getting up early on Sunday mornings to grab the paper to check the scoreboard stats in the Sports section. I knew I wanted to play baseball professionally, and I eventually did.
After I was done with baseball, I worked in finance. For the longest time, I felt lost telling people to put their money into things in which I didn’t necessarily believe or understand. One day I had met a man who is probably one of the most successful investors of our time. Right away I knew he was a quality individual. He wasn’t just good at what he did, he did good with what he did. He became my mentor and he changed my life.
He shared with me that once you realize that you have no control over the stock market, then market timing, using past performance or price as a determinant for buying or selling – all of those criteria become irrelevant to your decision-making. But what if you make disciplined decisions based on expert analysis of company fundamentals? That’s when the light bulb went on for me. And I haven’t stopped talking about it ever since.
Outside of work, I’m swept up in the whirlwind of an active family with my wife Danielle, and our three young children. I love witnessing firsthand the long-term effects of a disciplined approach: whether it’s diet and exercise, raising a family, or investing.