We are excited to announce that Benjamin “Ben” Melton has joined the Synergy Financial Management team as a financial planning and relationship manager. Ben will work with our other team members to ensure that financial planning is executed to meet our clients’ financial goals. He’ll be working with individuals on financial planning and wealth management, and with companies on retirement planning including SEPs, SIMPLEs, 401(k) plans, etc.
Ben started his financial planning career in Bellevue, where he worked with individuals to build risk-managed financial plans. He graduated from the University of Washington with a degree in Accounting and Finance, along with the Sales Certificate. Ben will soon be pursuing the Certified Financial Planning (CFP®) accreditation from the CFP Board. Ben’s hard work and dedication are assets to the Synergetic team and our clients.
In addition to his “day job,” Ben is active in the community. He is a board trustee with the Friends of the Seattle Public Library. He also serves as the VP of Finance for the Sigma Phi Epsilon alumni board. In his free time, Ben enjoys golfing, shooting sporting clays and traveling internationally. Please join us in welcoming Ben!
