Ben Smith
President | Lead Wealth Advisor
Ben started investing in the year 2000 and started his career in the financial service industry in 2007, so balancing conservation with opportunity is a core priority in all his planning. He has previously partnered at Summit Wealth as well as Ashton & Associates. He first started his own independent firm in 2017 and believes in the strategies they provide with greater flexibility and agility.
As the founder and leader of Vision Wealth, he strives to never lose sight of the original goal, which is to simply treat others as he’d want to be treated if he were in their shoes. Ben knows how diligently our clients work for their money and takes his independent responsibility to those clients seriously. He enjoys the challenges and complexities that come with managing money and helping clients prepare and plan for their retirement.
Ben’s greatest passion in life is his family, which includes his wife and their two children. Together, they enjoy exploring new hobbies for the kids, as well as hiking, biking, traveling, and, of course, overcoming new challenges.
Megan Smith
Director of Operations and Marketing
A graduate of Brigham University with a Bachelor of Science and a master’s degree from Western Oregon University, Megan has been vital in creating the systems and look that Vision Wealth clients have come to know and love. She oversees our marketing and social media and works closely with Melissa to make sure our clients’ and employees’ needs are taken care of.
She enjoys working with her husband, Ben, but her greatest accomplishment is their two children, Aria and Austin. Community is important to Megan, as she has devoted the last 12 years of her life to being the Head Coach of the Central High School Cheer team, taking them all the way to the National Championship in 2019.
Melissa Saxman
Executive Assistant
Melissa has worked in client and customer service for over 25 years. With a background in office management, she loves working closely with clients, getting to know them, and cultivating a life-long relationship with them and Vision Wealth. Melissa has known Ben for over 16 years and knows how passionate he is about doing what’s right for his clients, which is why she enjoys working with him.
When not at the office, you can find Melissa spending time with her husband and two beautiful daughters. They love the outdoors, concerts, and attending sporting events. In the fall, you will often find them cheering on their favorite team at Autzen Stadium! Go Ducks!
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