Benjamin Haskell

Benjamin Haskell

Administrative Assistant

Ben, a recent addition to the firm, has been interested in financial planning since beginning college. Ben is focused on learning from the managing partners of the firm and picking up the tricks of the trade. Ben is currently working toward his CERTIFIED FINANCIAL PLANNER (CFP®) certification through Bryant University, a subsidiary of Boston University.

Originally, Ben is from a small town, Spruce Pine, NC; conveniently nestled between Ashville and Boone, NC. Ben attended Appalachian State University and earned his Bachelor of Science in Finance with a focus in insurance. During his time at Appalachian, Ben was a member of a student-lead organization that managed part of Appalachian’s endowment.

Following Appalachian, Ben went to work for Wells Fargo in the Internal Audit Department. He was a member of the Wholesale Capital Markets team where he was introduced to different facets of the bank. Following his stint at Wells Fargo, Ben came to Greensboro to work for Owners Insurance company, a firm based out of Michigan that focuses in Life, Excess and Surplus Lines, along with standard Property and Casualty business. While in Greensboro, Ben met the managing partners of Trinity Wealth Management and was able to secure a spot on the team where he is actively engaged in learning.

After completing his CFP®, Ben hopes to embark on earning his Chartered Financial Analyst (CFA) certification. Outside of work, Ben is actively engaged in Toastmasters and the Dale Carnegie Institute. Ben is a recent attendee of St. Pius Catholic Church on North Elm Street in Greensboro. Ben is actively looking to join other clubs and otherwise enjoys spending his time exercising, playing golf, and reading personal development books.

Phone 336-814-3323
Mobile Phone 336-814-3323