Ben offers his clients a wide array of services covering multiple facets of wealth management. He specializes in assisting individuals and businesses, with a focus on family, business and estate planning. His goal is for each client he serves to clearly understand the journey they’re on – one that, through a tailor-made financial plan, sets them on a path toward the goals and dreams they have for their lives. Providing this level of clarity for his clients, along with his deep-seeded passion for numbers and finance, has made his career in financial services a fulfilling one.
Prior to joining Raymond James in March 2017, Ben worked as an entrepreneur and maintained multiple businesses, all of which prepared him for the constantly evolving nature of the markets. Ben earned his bachelor’s degree in finance from Monmouth University, where he played collegiate Division 1 tennis and graduated at the top of his business administration class. While enrolled, Ben was named an Academic All-American and was the first student in 11 years to be nominated for The Rhodes Scholarship at Oxford.
Originally from Pasadena, California, Ben makes his home in Dallas, Texas. In his free time, Ben enjoys teaching indoor boutique spin classes and running his DJ company. He is a member of Watermark Community Church in Dallas, where he often volunteers, and is active with Heart of Dallas Fast Pitch.