Benjamin Carlson
Client Service Administrator
Benjamin Carlson delivers detail-oriented service, managing client accounts and records while supporting the team’s advisors with research and preparation.
Ben joined the Lane Hipple Team at Moneta as an intern before moving into his full-time role as a Client Service Administrator in 2026. From his earliest days on the team, he saw a group of people united by a genuine commitment to the families they serve. That client-first culture, along with the opportunity to grow as a planner alongside people he respects, made the decision to join full-time an easy one. His internship gave him hands-on experience with the team’s accounts, research and daily workflows, and reinforced how much accuracy and follow-through matter in earning clients’ trust.
Ben graduated from Virginia Tech’s CFP Board Registered Program in Financial Planning and Wealth Management in 2026.
Outside the office, Ben stays active, enjoys cooking for friends and family, is always discovering new music, and is a passionate Philadelphia sports fan.