Ben has been in the financial services industry since 2008. As Financial Planning Operations Director, he parlays his years of experience as a registered advisor into crafting meticulous financial plans for the practice’s clients, managing all operational workflows, and providing effective support.
In all his work, Ben prides himself on delivering the highest level of client service and care. Ben is a 2002 graduate of Marist College in Poughkeepsie, NY. In addition, Ben holds the Financial Industry Regulatory Authority (FINRA) Series 7, 6, 66, 63 and SIE licenses as well as Life, Accident & Health Insurnace licenses. He loves golf, baseball, and beach vacations with his wife, son and daughter.