Ben Jones is passionate about helping others meet their financial goals. He believes it is critical to understand the relationship between the financial decisions being made and how data supports those decisions. As a Certified Public Accountant (CPA) he understands how taxes play a significant roll in implementing a personal financial plan and increasing his clients' wealth.
Ben has a deep knowledge of the industry beginning with a B.S. in Accounting with a concentration in French from Indiana University. After college, he began his career at Ernst & Young, LLP. He performed audits and gained an understanding about wealth management in the tax practice serving high net worth individuals. During this period, Ben also began teaching for Becker CPA Review and was recognized as a top instructor. He grew passionate about financial education where he enjoyed helping students demystify complex financial, tax and accounting principles.
Ben always believed in having a broader perspective of the world related to investing. He was an executive with Tupperware, where he traveled extensively internationally. Working and living in over 20 countries. He gained a better understanding of the unique aspects related to global business. While living in Europe, Ben earned his MBA from the University of Chicago under their International Executive MBA program located in Barcelona, Spain. After seven years on the road, Ben returned to the U.S. and focused his efforts on obtaining the Chartered Financial Analyst (CFA) designation, considered the gold standard for investing and analysis. Ben then furthered his passion for financial education by taking an executive role with Becker Professional Education, ultimately expanding the company with unprecedented growth.
Ben is driven by a purpose to help, which ultimately led him to Opus Financial Solutions. Ben grew up in Indianapolis, IN. He comes from a large family that has always valued education and fiscal responsibility, and of course Peyton Manning and the Indianapolis Colts. Ben thrives on the power of education and the opportunity it affords. He established and runs a small education foundation started in honor of his niece, a cancer survivor, who continues to deal with a learning disability. Currently, Ben resides in Downers Grove, IL and enjoys spending time with his wife and young twins. In Ben’s “free”time, he enjoys playing guitar, singing, running mini marathons, and eating pungent cheese (with a glass of wine) from some far off land.
Ben can be reached at Ben@OpusFinSolutions.com.