Ep 014 Your Financial Plan Starts Today Ben Uphoff

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Meet Ben

Ben joined the Vantage Financial team after moving to the Milwaukee area. His connection to Wisconsin began in undergraduate school when he graduated from the University of Wisconsin-La Crosse. Later, Ben would continue his pursuit of education at the University of South Dakota where he obtained a Master’s in Business Administration.

He is focused on building a transparent plan for his clients and connecting them to the solutions that they want.

Ben and his fiancé live in Shorewood where they enjoy the shores of Lake Michigan and the many activities that southeastern Wisconsin has to offer.

He is currently a board member on the Shorewood Foundation and an active volunteer for the Victory Gardens Initiative, Special Olympics of Wisconsin, and the Leukemia Lymphoma Society.

3 Key Points:

  1. Have a spending plan
  2. Knowing where to get started
  3. Know what you want to plan for

 

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