Ben is an Associate Wealth Advisor within the Family Wealth Management area of the company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Ben assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.

Ben received his bachelor’s degree from University of Wisconsin – Madison in 2024. He majored in Finance, Investment & Banking with a minor in Accounting and was a Dean’s List student.