Benjamin Arney
Austin,TX
Summary
Dynamic financial planner with a proven record of managing over $5M in client assets at Capital Strategies. Skilled in comprehensive financial planning, relationship management, and client acquisition, having grown a 50+ client portfolio through proactive outreach. Recognized for integrity, communication excellence, and consistent contributions to firm growth and client satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Planner
Capital Strategies
Austin, TX
01.2024 - Current
- Personally acquired 50+ clients in my first year through proactive prospecting and relationship-based sales, demonstrating strong communication and trust-building skills.
- Currently manage over $5 million in client assets, serving a diverse base including physicians, attorneys, and business professionals.
- Completed 4,000+ outreach calls in my first year to build and maintain client relationships, showcasing discipline, consistency, and drive.
- Elected Vice President and Secretary/Treasurer of a local BNI chapter, strengthening community engagement and professional networking.
- Active member of multiple professional and community organizations, expanding referral networks and contributing to firm growth.
- Developed deep expertise in comprehensive financial planning, investment strategy, and long-term wealth management through hands-on client experience.
- Collaborate closely with a team of three CFP® professionals and two CFA® charterholders, gaining daily exposure to advanced financial planning, investment analysis, and client strategy development.
Founder
Mint Moving Company
08.2023 - Current
- Founded and scaled a moving company during college, expanding from a single crew to 5+ operating teams completing 30–50 jobs per month.
- Generated over $250,000 in revenue within two years, serving hundreds of clients across the Lubbock community and earning 50+ five-star reviews.
- Served as the sole salesperson during the company’s first year, personally generating all business through outreach and relationship-building; later, transformed the operation into a referral-based model by developing strong partnerships with local realtors. This foundation allowed me to step back from day-to-day sales and pursue full financial planning licensure while the company continued to generate passive income.
- Managed hiring, logistics, client relations, and financial operations, gaining hands-on experience in budgeting, pricing strategy, and cash flow management.
- Transitioned the business into passive ownership by hiring a general manager and implementing operational systems for sustained growth.
- Leveraged business profits to purchase and manage a four-bedroom rental property in Lubbock, creating an additional stream of passive income and deepening practical experience in asset management.
- Expanded operations to Austin, TX, spearheading the launch of a new branch that generated over $50,000 in revenue within its first year by replicating and refining the company’s proven business model.
Project Manager Internship
Highland Homes
06.2023 - 08.2023
- Participated in every aspect of project management, including planning, scheduling, and budgeting, essential for overseeing construction projects
- Enhanced my communication skills through daily interactions with a variety of stakeholders including contractors, subcontractors, and team members; a skill that is key to managing construction projects successfully
- Efficiently managed time and resources to ensure projects stayed on schedule
- Ensured that construction work met quality standards and specifications
- Effectively communicated with clients to provide project updates and address their concerns
- Had the unique opportunity to take lead on a home from the beginning
Sports Performance Coach and Personal Trainer
Hill Country Indoor
05.2019 - 06.2023
- Developed individual players in their soccer abilities
- Served as Lead of Camp Operations for all soccer camps
- Provided one-on-one personal soccer training sessions
- Promoted to lead all Sports Camps and assisted in managing camp coaches
- Promoted to teach all sports camps including soccer
Founder
Atmospace
05.2021 - 05.2022
- Founded an NFT (non-fungible token) project
- Sold product to 200 individuals
- Closed project with a positive profit margin
- Oversaw all operations including product research, product development, art out-sourcing, contract development, and minting website development
- Social media marketing
- Managed a discord of 30,000 members
- Managed a staff of five employees
Customer Service Representative
Lapels Dry Cleaning
09.2015 - 05.2019
- Assisted in the purchase and opening of a family-owned franchise
- Provided information to customers about products and services
- Handled customer complaints
Education
Bachelor of Business Administration - Business Management
TEXAS TECH UNIVERSITY
Lubbock, TX12.2023
Skills
- Motivated and proactive attitude
- Client Relationship Building
- Financial Analysis and Strategy
- Risk Assessment and Management
- Skilled in multitasking and time management
- Effective problem-solving and analytical thinking
- Calm and productive under pressure
- Proficient in Microsoft Office (Excel, Word, PowerPoint)
- Exceptional written and verbal communication
- Committed to honesty, integrity, and client trust
Accomplishments
- Texas Tech Club Captain for 2 Years
- 6A High School 1st Team All State Soccer
- 6A High School Central Texas Player of the Year
Certification
- Series 7
- Series 66
- Securities Industries Essentials (SIE)
- Life & Health Insurance
- Real Estate
Timeline
Financial Planner
Capital Strategies
01.2024 - Current
Founder
Mint Moving Company
08.2023 - Current
Project Manager Internship
Highland Homes
06.2023 - 08.2023
Founder
Atmospace
05.2021 - 05.2022
Sports Performance Coach and Personal Trainer
Hill Country Indoor
05.2019 - 06.2023
Customer Service Representative
Lapels Dry Cleaning
09.2015 - 05.2019
Bachelor of Business Administration - Business Management
TEXAS TECH UNIVERSITY