facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Meet the Team: Ben Hicks – Advisor Thumbnail

Meet the Team: Ben Hicks – Advisor

As we enter the new year, we highlight our newest Financial Advisor, Ben Hicks. Before working at Soundmark, Ben built a successful career in the banking industry, managing banking needs for clients that included Soundmark Principal Bill Schultheis. With a knack for building long-term relationships, Ben’s approach to client services is tough to argue, “The client is everything. Period.”

A cum laude graduate of California State Fullerton, Ben is a goal setter who enjoys restoring his mid-century home, hiking the Pacific Northwest mountains, spending time with his wife Amanda, and leading an organization he is passionate about – Cancer Lifeline, as Board President.  

Why Finance? I fell into banking because of the flexibility it offered. I had the opportunity to see behind the scenes of a person’s life and learned to avoid feelings of envy for the guy driving the fancy car - he might be up to his eyeballs in debt! Getting behind the scenes was what ultimately led me to Soundmark. Helping people beyond savings and loans is the pinnacle of what I want to do in my career.     

Ideal weekend: Finding a new spot without phone service.

Favorite movie: The Shawshank Redemption.

Most likely to spend a spare hour: Rewriting my to-do list.

Early Money Management: We used to visit a pizza place weekly with my grandmother. She would give me $1.00 to spend on games and $1.00 for sweets at the candy store next door. At the time, Beanie Babies were the hottest toy, and at $5.00 each, we could also “save” our money toward the purchase of a Beanie Baby. My grandmother would keep track of our savings on a notepad. I learned all sorts of things from that experience: budgeting, saving, patience, journaling, and even gambling responsibly. As badly as I wanted the new toy, I could never save the entire $2.00 allowance. I would gamble at least a quarter on the claw arcade game in hopes of “winning” some candy.     

What matters to me: Enjoying life. We only have one shot at this thing; you better make the most of it. 

Travel: My wife Amanda and I visit a new national park every year for our wedding anniversary. Part of our annual tradition is to take a photo at the entrance sign commemorating the event.

Credo: Something good will come from every bad situation.

Inspired by: Anyone that is trying to better oneself.  

How I stay busy: I believe there is always something to do; that does not necessarily mean there is physical work to do. There is always something to learn, explore, etc. My wife and I believe differently about this but it is probably why we found each other. Without her, I would never slow down, savor life, and reflect on all that we can enjoy. 

This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax or accounting advice. Please consult with your tax advisor prior to engaging in any transaction.
Schedule a Call