About Benjamin Tamms
As a Thrivent Financial Advisor, I'm here to help you combine your values and finances in ways that help enable you to reach your goals. I'll assess your situation and develop a plan designed exclusively for you using an appropriate combination of strategies and solutions, which may include insurance products and/or investments. Whether you are saving for retirement, need to protect your family, or you're preparing to retire and want help planning for sufficient retirement income, or you simply need help with investment management, I'm here for you. In my free time, I enjoy spending time with family, playing sports & being outdoors, and helping in my local community.
Education & Accomplishments
- Bachelor of Business Administration- Finance from UW- Whitewater
- FINRA Series 07- General Securities Representative
- FINRA Series 66- Uniform Combined State Law
- Life & Health Insurance Licenses
Meet My Team
Oconomowoc Office
Capstone Financial Group
- Title
Team Practice
- Website
- https://connect.thrivent.com/capstone-financial-group