With over six 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 solutions. His aim is to address the unique needs of each client, helping them pursue their long-term financial goals with confidence and clarity.
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, 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.