Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Benjamin Joseph Harvey, CLU<sup>®</sup>, ChFC<sup>®</sup>

Benjamin Joseph Harvey, CLU®, ChFC®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
Wealth Management Advisor

 

Professional

Ben has been an advisor of Northwestern Mutual since 2000.  He quickly realized this was his passion and loves helping families and businesses plan for their financial future. Ben diligently gets to know each one of his clients and develops a level of trust and mutual respect that his clients value.  He believes in a holistic approach to assisting people in planning their futures, and is gratified by helping others reach their goals and dreams.  Ben believes in building relationships for a lifetime, living alongside his clients, allowing him to aid his clients in all current and future financial phases.

As a Wealth Management Advisor with Northwestern Mutual, Ben also enjoys helping new financial professionals develop their skills and businesses.  He believes in continued education and personal business growth to better serve his clients. Therefore, Ben has committed to reaching the highest levels of certifications within the Northwestern Mutual realm and has steadily done so his entire career.

Education & Training

  • ChFC® - Chartered Financial Consultant
  • CLU® - Chartered Life Underwriter
  • Series 7, 66, 63, and 6
  • Life and Health Insurance License
  • Wealth Management Advisor
  • B.A., Colorado College, Russian and Comparative Literature

Awards

  • Northwestern Mutual Forum Acheiver 2012-2017
  • Northwestern Mutual Western Regional Top 10 2015
  • Northwestern Mutual Financial Security Award Top 100 2013-2017
  • Million Dollar Round Table Qualifier 2005-2009
  • NAIFA Quality Award 2011-2015

Associations and Memberships

  • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Member of Colorado Association of Insurance and Financial Advisors (CAIFA)
  • President of NAIFA - Colorado Springs 2010-2011
  • Colorado Springs Estate Planning Council 
 

Mark P Anderson, CFP®, ChFC®, CLU®

Wealth Management Advisor

 

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