Ben M Bouman ChFEBC⁽℠⁾
My responsibility and commitment are to you, the client. I learned a long time ago that every great business transaction has 3 wins which cannot be rearranged in importance. The client wins first, then the company, and then myself. This is how I conduct my business. I don't trip over dimes to get to dollars. Serve the client and the rest will follow. I have an ethical and fiduciary responsibility to you, my clients.
I separate myself as an advisor by being an Independent broker rather than a captive agent and focusing on advanced market investing. Self-Directed Brokerage Accounts, Charitable planned giving, wealth transfer, and estate planning to name a few. I am not bound by proprietary products the way some captive agents are. I work with the best of the best in the industry to satisfy the needs of my clients. Everyone has different circumstances requiring different solutions.
I grew up in Santa Fe and Los Alamos New Mexico finishing my last 2 years of High School in Vermont and returning to attend college at the University of New Mexico. I have lived in 4 different states and enjoyed them all. In 2009 I returned home to Los Alamos and greatly enjoy serving the many unique and diverse people of Northern New Mexico. I understand the temperaments, talents, and convictions of people with a wide variety of backgrounds. I met my wife in Los Alamos in 2010 and live in White Rock with our Chocolate Lab.
We believe in the importance of community and are very active in volunteerism. During the summer months we enjoy playing golf, hiking, boating, and summer concerts. In the winter I am an avid snowboarder having learned to ski when I was 7 here at Pajarito Mountain.
I look forward to the opportunity to meet you and assist in helping you pursue your financial goals.