With more than seven years of experience, Ben works to apply his in-depth knowledge of the financial services industry to help clients reach their goal of financial freedom. Working side-by-side with each of our advisors, he makes it his mission to provide the individuals and families that we serve with a concierge-level of service and eagerly support their personal vision by helping to simplify complex financial information.
Ben assists the practice’s financial advisors in planning and building investment portfolios. He holds his Series 7 and 66 securities licenses, and Life & Health insurance licenses.
Prior to joining our team, Ben was a client associate at Wells Fargo Advisors and a banker at Wells Fargo and JP Morgan Chase. Along with being the first member of his family to graduate from college—earning a bachelor’s degree in Business Administration from Hofstra University—Ben was also celebrated as the youngest manager at previous employer, Vision Works. There, he also served as a mentor for the organization’s management trainee program.
Originally from Queens, New York, Ben resides in Nazareth, PA with his girlfriend, Tiffany, and their daughter, Evyana. Inspired by his daughter, Ben looks forward to guiding her through life’s journey. In the office, Ben thrives in its supportive atmosphere that provides him the ability to do what he has a true passion for—helping others. In his free time, Ben enjoys spending time with his family, reading, watching movies, and playing sports.