Experience & Expertise

Ben is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ in the firm’s Private Client Group.  Ben’s practice focuses on serving the financial planning needs of business owners and executives, especially related to sudden wealth and intergenerational wealth transfers.  His work includes a special emphasis on the unique needs of same-sex couples and other members of the LGBTQ+ community.  Ben works with clients to develop financial, tax, and estate planning strategies specific to complex wealth needs, including concentrated stock, real estate, buy-sell agreements, and charitable giving.  An enhanced and remarkable client experience through exceptional service is pivotal to Ben’s practice.  Whether it is helping clients sell a business, plan for retirement, save for college, or start a family, Ben prioritizes an educational and evidence-driven investment and planning approach.

Get Better Acquainted With Ben

Favorite Thing About Working With Clients

“Serving as a financial advocate for clients so they feel capable, confident, and empowered in making the best decisions for themselves, their families, and those who depend on them.”

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 in honoring that responsibility must be unwavering.”