Ben is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional who advises executives, founders, and LGBTQ+ leaders through complex wealth transitions. He partners with clients navigating liquidity events and retirement, providing disciplined, integrated planning across investment, tax, and legacy strategies. A member of the LGBTQ+ community himself, Ben helps clients and his community move into retirement and generational stewardship with clarity, structure, and conviction.
Get Better Acquainted With Ben
Favorite Thing About Working With Clients
“Helping them do more of what they love.”
My Philosophy On Client Service
“Provide clients a remarkable experience, always. “
Bachelor of Business Administration, University of Notre Dame
CERTIFIED FINANCIAL PLANNER®
BBS Management Consulting and Entrepreneurship
Board Member, FreeState Justice
Council Member, Planned Giving Advisory Council for the Baltimore Symphony Orchestra
Founder, ND Club Tennis
The Daniel W. McNeal Scholarship Award, Loyola Blakefield
Hometown
Towson, MD
Alma Mater
University of Notre Dame
Favorite Philanthropy
The Trevor Project Chase Brexton Health Care FreeState Justice You Can Play Baltimore Symphony Orchestra
Interests
Pickleball
Tennis
Interior Design
Estate Sales
Favorite Greenspring Value
Love Your Neighbor
What I Love About Greenspring
“What we can give, the world needs. We can help change the course of people's lives through better financial planning. Greenspring's commitment to helping 1,000,000 people live their ideal lives is a testament to our purpose, values, and relationships.”
We are using cookies to give you the best experience on our website.