Benjamin Westerman, CPA, PFS, CFP®, is a highly experienced financial professional currently serving as a Senior Wealth Advisor and Tax Director at CLA (CliftonLarsonAllen) since January 2024. Previously, Benjamin held the position of Vice President - Wealth Management at OneDigital | Retirement + Wealth from January 2022 to January 2024. From November 2012 to January 2022, Benjamin was the Executive Vice President at HM Capital Management, overseeing daily operations and managing the Family Advisory team and client investment portfolios. Earlier in Benjamin's career, experience as an International Tax Consultant was gained at Deloitte Tax, LLP from October 2010 to November 2012. Educational qualifications include a Master of Accounting from the University of Kansas Graduate School of Business (2009-2010) and a Bachelor of Science in Business (Accounting) from The University of Kansas (2005-2009).
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