Ben has provided financial planning and investment management services since 2010. He works with executives and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, as well as income tax and estate tax considerations. He thoughtfully coordinates all aspect of financial planning for his clients, including the areas of investments, insurance, tax, estate, and retirement. He is a member of the firm's Investment Committee, where he has assisted in developing and monitoring the firm’s investment strategy since 2014.
Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.