Meet Your Advisor
Biography
Ben Kline is a CERTIFIED FINANCIAL PLANNER® professional based in the Rogue Valley of Southern Oregon.
Born and raised in Medford, after graduating from St. Mary's School, Ben went on to attend the United States Military Academy at West Point, where he graduated and commissioned as a Field Artillery Officer in the United States Army. During his service, Ben spent the majority of his military career as a Paratrooper in the 82nd Airborne Division. Of note, Ben deployed to Iraq in 2017 for Operation Inherent Resolve and served stateside under the Global Response Force mission, a strategic, no-notice "anywhere in the world in 24 hours" global contingency mission. His favorite assignment was spent working as the Fire Support Officer for a Dismounted Reconnaissance Troop.
Why I Chose Financial Planning
My first financial plan wasn’t created in an office — it happened in uniform.
As a brand-new 2nd Lieutenant, a “butter bar”, at my first duty station, I found myself working closely with a soldier who was struggling with financial insolvency after a difficult divorce. He had lost almost everything and was trying to regain financial stability and control over his life.
