History
Wave Wealth was formed in order to provide exceptional wealth management services by keeping our clients' best interests as our top priority. Our objective is to see clients achieve their goals, whatever they may be. No proprietary products or corporate profits allowed.
Get in touch
We at Wave Wealth know that finding the right advisor is not to be taken lightly. That’s why we offer free consultations to walk you through your needs and the scope of your goals.
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Our Team
PRESIDENT & fOUNDER
Ben Jones, CFP®, CIMA®, CPWA®, EA
As a Certified Financial Planner ™, Ben works closely with clients to help determine and achieve their goals through strategic financial planning and wealth management. In comparison to mass-market financial firms, Ben created Wave Wealth to be a boutique Registered Investment Advisor (RIA) firm. This provides clients with unbiased advice that is in their exclusive best interest. Ben works with his clients to create customized solutions to maximize wealth and minimize taxation. Learn more about Ben Jones.
Education
TEXAS TECH UNIVERSITY
B.S., Personal Financial Planning, 2006
ADDITIONAL COURSES
The Wharton School
Chicago Booth School of Business
Certifications
• CERTIFIED FINANCIAL PLANNER™
• Certified Investment Management Analyst™
• Certified Private Wealth Advisor™ • IRS Enrolled Agent
Recognition
D Magazine’s Best Financial Planner
2014-2020 Five Star Wealth Manager in Texas Monthly
IWI Certified Private Wealth Advisor™ Board Member
Client Coordinator
Kristin Casey
Kristin was born and raised in Dallas. She graduated from the University of Texas at Dallas with a Bachelors of Science in Finance. After working with Ben at Ameriprise for over three years, she was excited to join him at Wave Wealth Management.
Kristin lives in Little Elm with her husband, Billy, and their daughter, Emma. In her free time, she enjoys going to the movies, watching the Texas Rangers and spending time with her Shih Tzu, Teddy.
Education
UNIVERSITY OF TEXAS AT DALLAS
B.S. Finance, 2012