Experience & Expertise

Ben is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER® in the firm’s Private Client Group. His practice focuses on serving the financial planning needs of business owners and executives, particularly in relation to sudden wealth and intergenerational wealth transfers. As a member of the LGBTQ+ community who finds passion in the intersection of entrepreneurship and wealth management, Ben works with mid-career professionals with complex wealth needs, including concentrated stock, real estate, buy-sell agreements, and charitable giving. Ben serves as the strategic financial partner to executive leaders of Fortune 500 companies, as well as many LGBTQ+ entrepreneurs. Providing an exceptional client experience through outstanding service is central to Ben’s practice. Whether helping clients sell a business, plan for retirement, save for college, or start a family, Ben prioritizes an educational and evidence-driven approach to investment and planning.

Get Better Acquainted With Ben

Favorite Thing About Working With Clients

“Helping them do more of what they love.”

My Philosophy On Client Service

“My philosophy of client service is twofold: Treat others how you would like to be treated, and put yourself in the best position to have options. We ask our clients to be particularly vulnerable when sharing their personal lives with us, and oftentimes, it is an emotional experience. Our responsibility in protecting that trust and exercising empathy is paramount, and our commitment to honoring that responsibility must be unwavering.”