My Role:
Ben is dedicated to ensuring the financial well-being of his clients. Through in-depth discussions and careful exploration, he works to fully understand each client’s financial goals. This understanding allows him to provide holistic, tailored advice that aligns with his clients’ best interests and objectives.
Work History:
Ben started his career in financial planning in 2016. He began his career as an advisor with Merrill Lynch and Fidelity Investments. Through his experience, Ben learned the key to comprehensive financial advice – it cannot be provided without learning everything about a client, their family, and their goals.
Where I Come From:
Ben grew up in Portland, Connecticut. He currently lives in Canton, Connecticut with his wife, Sara, and his two children, James and Rory. His favorite activities outside of work include golfing, playing hockey, and cooking.
Education:
Ben has dual Bachelor’s degrees from the University of Connecticut in Economics and Political Science. Ben has also earned the Chartered Retirement Planning CounselorSM (CRPC®) from the College for Financial Planning.
My Why:
Ben believes that financial planning should be clear and accessible to everyone. His goal is to ensure that clients, along with their families and those impacted, fully understand their financial plans. If a plan isn't communicated effectively, then the job isn't done right. Committed to guiding clients through life’s changes—both challenges and successes—Ben is truly grateful for the opportunity to be a trusted part of his clients’ lives.