Benjamin Westerman, Cpa, Pfs, Cfp®
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Benjamin Westerman, Cpa, Pfs, Cfp® Email & Phone Number

Principal Wealth Advisory at CLA (CliftonLarsonAllen)
Location: St Louis, Missouri, United States 5 work roles 2 schools
2 work emails found @hmcm.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email b****@hmcm.com
LinkedIn Profile matched
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Current company
CLA (CliftonLarsonAllen)
Role
Principal Wealth Advisory
Location
St Louis, Missouri, United States
Company size
9387 employees

Who is Benjamin Westerman, Cpa, Pfs, Cfp®? Overview

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Quick answer

Benjamin Westerman, Cpa, Pfs, Cfp® is listed as Principal Wealth Advisory at CLA (CliftonLarsonAllen), a company with 9387 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at hmcm.com and a matched LinkedIn profile for Benjamin Westerman, Cpa, Pfs, Cfp®.

Benjamin Westerman, Cpa, Pfs, Cfp® previously worked as Director at Cla (Cliftonlarsonallen) and Vice President - Wealth Management at Onedigital | Retirement + Wealth. Benjamin Westerman, Cpa, Pfs, Cfp® holds Master Of Accounting, Accounting from University Of Kansas - Graduate School Of Business.

Company email context

Email format at CLA (CliftonLarsonAllen)

This section adds company-level context without repeating Benjamin Westerman, Cpa, Pfs, Cfp®'s masked contact details.

*@hmcm.com
71% confidence

AeroLeads found 2 current-domain work email signals for Benjamin Westerman, Cpa, Pfs, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Benjamin Westerman, Cpa, Pfs, Cfp®

As Executive Vice President , Ben is primarily responsible for the day-to-day management of HM Capital Management. In addition, Ben is responsible for managing the Family Advisory team and investment management of client portfolios.

Listed skills include Cpa, Wealth Management, Income Tax, International Tax, and 8 others.

Current workplace

Benjamin Westerman, Cpa, Pfs, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CLA (CliftonLarsonAllen)
Cla (Cliftonlarsonallen)
Principal Wealth Advisory
St. Louis, MO, US
Website
claconnect.com
Employees
9387
AeroLeads page
Company profile
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5 roles

Benjamin Westerman, Cpa, Pfs, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President - Wealth Management

Onedigital | Retirement + Wealth
Jan 2022 - Jan 2024

Executive Vice President

Hm Capital Management

St. Louis, MO

As Executive Vice President Ben is primarily responsible for the day-to-day management of HM Capital Management. In addition, Ben is responsible for managing the Family Advisory team and investment management of client portfolios.

Nov 2012 - Jan 2022

International Tax Consultant

Deloitte Tax, Llp
Oct 2010 - Nov 2012
Team & coworkers

Colleagues at CLA (CliftonLarsonAllen)

Other employees you can reach at claconnect.com. View company contacts for 9387 employees →

KW Kenneth Welch Kenneth Welch Colleague at Cla (Cliftonlarsonallen) Arlington, Virginia, United States, United States View → SB Stefania Bartlett Stefania Bartlett Colleague at Cla (Cliftonlarsonallen) Shelton, Connecticut, United States, United States View → JG Judy Gage Judy Gage Colleague at Cla (Cliftonlarsonallen) Duluth, Georgia, United States, United States View → LK Lisa Knutson Lisa Knutson Colleague at Cla (Cliftonlarsonallen) Minneapolis, Minnesota, United States, United States View → JS Justin Schneider, Cpa Justin Schneider, Cpa Colleague at Cla (Cliftonlarsonallen) Port Washington, Wisconsin, United States, United States View → DS Debby Schaar Debby Schaar Colleague at Cla (Cliftonlarsonallen) Greater Chicago Area, United States View → MC Mason Clarke Mason Clarke Colleague at Cla (Cliftonlarsonallen) Greater Tampa Bay Area, United States View → JO Jessica Ozuna Jessica Ozuna Colleague at Cla (Cliftonlarsonallen) Othello, Washington, United States, United States View → JO Juan Ochoa Juan Ochoa Colleague at Cla (Cliftonlarsonallen) King City, California, United States, United States View → JC Jan Culp Jan Culp Colleague at Cla (Cliftonlarsonallen) East Wenatchee, Washington, United States, United States View →
2 education records

Benjamin Westerman, Cpa, Pfs, Cfp® education

FAQ

Frequently asked questions about Benjamin Westerman, Cpa, Pfs, Cfp®

Quick answers generated from the profile data available on this page.

What company does Benjamin Westerman, Cpa, Pfs, Cfp® work for?

Benjamin Westerman, Cpa, Pfs, Cfp® works for CLA (CliftonLarsonAllen).

What is Benjamin Westerman, Cpa, Pfs, Cfp®'s role at CLA (CliftonLarsonAllen)?

Benjamin Westerman, Cpa, Pfs, Cfp® is listed as Principal Wealth Advisory at CLA (CliftonLarsonAllen).

What is Benjamin Westerman, Cpa, Pfs, Cfp®'s email address?

AeroLeads has found 2 work email signals at @hmcm.com for Benjamin Westerman, Cpa, Pfs, Cfp® at CLA (CliftonLarsonAllen).

Where is Benjamin Westerman, Cpa, Pfs, Cfp® based?

Benjamin Westerman, Cpa, Pfs, Cfp® is based in St Louis, Missouri, United States while working with CLA (CliftonLarsonAllen).

What companies has Benjamin Westerman, Cpa, Pfs, Cfp® worked for?

Benjamin Westerman, Cpa, Pfs, Cfp® has worked for Cla (Cliftonlarsonallen), Onedigital | Retirement + Wealth, Hm Capital Management, and Deloitte Tax, Llp.

Who are Benjamin Westerman, Cpa, Pfs, Cfp®'s colleagues at CLA (CliftonLarsonAllen)?

Benjamin Westerman, Cpa, Pfs, Cfp®'s colleagues at CLA (CliftonLarsonAllen) include Kenneth Welch, Stefania Bartlett, Judy Gage, Lisa Knutson, and Justin Schneider, Cpa.

How can I contact Benjamin Westerman, Cpa, Pfs, Cfp®?

You can use AeroLeads to view verified contact signals for Benjamin Westerman, Cpa, Pfs, Cfp® at CLA (CliftonLarsonAllen), including work email, phone, and LinkedIn data when available.

What schools did Benjamin Westerman, Cpa, Pfs, Cfp® attend?

Benjamin Westerman, Cpa, Pfs, Cfp® holds Master Of Accounting, Accounting from University Of Kansas - Graduate School Of Business.

What skills is Benjamin Westerman, Cpa, Pfs, Cfp® known for?

Benjamin Westerman, Cpa, Pfs, Cfp® is listed with skills including Cpa, Wealth Management, Income Tax, International Tax, Tax, Financial Analysis, Strategic Financial Planning, and Big 4.

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