Ben has been in the financial services industry since 2008 and holds the Certified Financial Planner® designation. As Financial Planning Operations Director, he leverages his years of experience to craft meticulous financial plans for the practice’s clients, manage all operational workflows, and provide 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 to earning his CFP® marks, Ben holds the Financial Industry Regulatory Authority (FINRA) Series 7, 6, 66, 63, and SIE licenses as well as Life, Accident & Health Insurance licenses. He loves golf, baseball, and beach vacations with his wife, son, and daughter.