Ben serves as a Wealth Manager, working directly with clients to develop a personalized, detailed and comprehensive strategy to help meet their most complex goals and financial needs. Ben’s approach assists clients in the areas of retirement planning, investment management, tax planning, risk management, estate planning, charitable giving, legacy and wealth transfer planning.
Prior to joining Creative Planning, Ben was a Vice President at one of the world’s largest financial institutions. Ben also served as Vice President, Senior Account Executive at another large financial services company where he achieved numerous awards in the areas of client service and performance including being a five-time Achiever Award winner for recognition as a top representative in New England.
Ben earned his Bachelor of Science degree in Economics from the University of Massachusetts Amherst and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Ben and his wife Erin live in the Greater Boston area with their three daughters Kendall, Addison and Olivia.