Staff

Scott became a part of the Ben Short Team in November 2018 as a Financial Advisor. He helps people by creating a specific game-plan for each one of our clients. Whether they are getting their financial house in order or thinking about how to de-construct it in retirement, Scott will walk you through every step of the way. Scott enjoys working for Ben and Northwestern Mutual because they put the client first. "In an industry that can be so transactional, Ben is passionate about relationships, service, and people...Ben cannot be out-worked." As a Financial Advisor, Scott values are faith, integrity, service, and growth. Outside of work, Scott enjoys spending time with his wife, playing basketball, and watching Auburn sports.

How can Scott Help you?

• Help educate our clients around their investments and what is available to them through the Northwestern Mutual Platform.
• Builds financial plans that help our clients wrap their arms around where they are and how to get to where they want to be.
• Uses Northwestern Mutual’s latest technology to make sure our clients know what may help them.

Ashley has worked alongside Ben since July of 2014 as an Associate Financial Advisor. Having a background in banking and insurance, Ashley is very knowledgeable in the Financial Plan building process. She handles all Investment related account activity, including opening and servicing Investment accounts and Compliance related inquiries. What Ashley enjoys most about working for Ben Short and Northwestern Mutual, is the proven integrity and dedication they have toward their Clients. She says that "Ben Short is one of the most genuine people that you will ever meet. He puts God first, loves his family, loves his job and is wholeheartedly dedicated to his Clients."

Faith, respect, honesty, transparency, and accountability are what drive Ashley everyday to do her best for our Clients. When Ashley is not at work she enjoys spending time with her family, watching her two children grow up and traveling with her husband to football games and music festivals/concerts.

How can Ashley help you?

• Prepare and modify Needs-Based Analyses, Financial Plans, PPA and/or PX Comprehensive Plans.
• Investment/Advisory Account Proposal and Case Preparatio
• Facilitate paperwork needed for New Account Opening, Transactional/Service Work, Buying and Selling of Funds, and Rollover/Asset Movement.

Jessica joined Ben's team in July of 2017 and manages the underwriting for insurance applications and various Client requests. She enjoys working for Ben because the impact our team has on the families that work with us will benefit them with their present needs, as well as years down the road. Ben is honest and respectable because he truly lives by his motto: "Love People- Serve People." Structure, integrity, and accountability are concepts that drive Jessica on her day-to-day activies. When not at work, she enjoys spending time with her husband and children.

How Can Jessica Help You?

• Guide clients through the Underwriting process
• Update client information
• Faciliate Client Requests
  • Loan Processing/Repayments
  • Policy Changes
  • Ownership/Beneficiary Updates
  • Policy Assignments
  • Claims
• Provide information on active/inforce products

Emily joined our team as an Executive Assistant/ Marketing Coordinator. After working in the Insurance world for five years, she started working for Ben Short at Northwestern Mutual in May 2019. She coordinates Ben's day to day appointments and meetings, allowing Ben to focus his energy on building client relationships. Emily serves as the primary contact for customers and clients. She also assists in all marketing related activities, developing and implementing new promotional and marketing programs. What Emily enjoys most about working for Ben is the family- focused mindset and how we view our clients as life long friends. Values that drive Emily are being able to communicate clearly and efficiently with our clients. When she is not at work, Emily enjoys playing with her two children and spending time in Charleston, South Carolina with her Husband.

How can Emily Help You?

• Scheduling and Rescheduling appointments
• Delegate call to appropriate staff specialist
• Manage Digital Presence and Marketing Opportunities

CPA