With over seven years of experience in the financial services industry, Ben has devoted his career to supporting clients as they work to build and preserve their wealth. He delivers this commitment through a process rooted in thoughtful planning, disciplined investing, and the creation of strategies customized to each client's individual objectives and financial circumstances.
Ben works collaboratively with a diverse group of clients, including individuals, families, professionals, retirees, and business owners. He provides comprehensive financial planning, investment advisory services, and corporate retirement plan strategies. His aim is to address the unique needs of each client, helping them pursue their long-term financial goals with confidence and clarity.
Ben is a CFP® Professional. As a Certified Financial Planner™, Ben must meet the CFP Board's ongoing competency requirements of continuing education and adhere to the CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards. These standards demonstrate to the public that CFP® certificants are individuals who have voluntarily agreed to meet high standards of professionalism in financial planning. Certificant's compliance with the CFP Board's certification standards helps maintain the integrity of the CFP® certification marks for the benefit of the public.
Ben earned his bachelor's degree in accounting from Clemson University, which provided him with a strong foundation in financial principles. To further enhance his expertise, he completed a Master of Business Administration (MBA) in Finance at the University of Connecticut. In addition to his academic achievements, he's a Registered Representative with LPL Financial and holds several FINRA licenses through LPL Financial, including Series 7, 24, 63, and 65, as well as an insurance license.
Ben grew up along the Connecticut shoreline in Madison and currently lives in Milford. Outside the office, he enjoys pursuing a variety of outdoor activities, including hiking, fishing, and traveling.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.