With nearly 25 years in financial services and wealth management advisory, Ben brings an unparalleled level of experience to our team. With a knack for sound planning and recommendations that align with his clients’ financial objectives, he provides small-business owners with resources and guidance to help actualize their goals. Ben believes in the philosophy of growing together and sharing lesser known financial insights that support business development and inter generational wealth.
Ben earned his bachelors degree in economics from Rutgers University, and currently resides in Brooklyn, NY. When he is not working, Ben enjoys spending time with his wife and kids, catching a good movie, and mentoring students interested in business investing.