Benjamin S. Schroeder

My commitment is to help individuals and groups formulate smart financial decisions today in order to achieve a comprehensive plan to meet their life-long goals.


Phone: 979-680-0658 ext. 117

Ben was raised in Tomball, Texas, is an Eagle Scout, and former student of Texas A&M University's class of 2014. He joined Executive Financial Services in June 2016.

He specializes in portfolio management, estate and retirement planning, and creative life insurance strategies. He provides his clients with a variety of solutions to help meet their individual needs and objectives. He offers a full range of financial products and services. He believes that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges.

Ben’s goal is to take the mystery out of managing risk in investments, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, he hopes to establish a long and trusted relationship with you. His client base includes individuals and their families, professors & administrators of higher education, employees of K-12 institutions, as well as business owners and professionals.

When Ben isn't helping his clients, he enjoys the outdoors and spending time with his wife, Kaydee and their two kids, Emma Jo and Hallie Kate.