Broker Check


Ben Ferris

Wealth Advisor


Ben is a financial advisor and the founder of Waterstone Wealth Strategies.  He believes in providing each client with individualized plans to help them set and pursue their financial goals.

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Katie Harris

Assistant to Ben Ferris


Katie Harris is the assistant to Ben Ferris.  She has experience in administrative work and loves to organize and plan.

Katie is wife to David and mother to their two young boys: James, 5, and Matthew, 2. 

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Luke Maxwell

Junior Advisor


Luke works as our Junior Advisor at Waterstone Wealth Strategies. Before beginning his position, Luke worked as an accountant.  Luke is excited to utilize his analytical background and his passion...

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