Start planning your future today.

I started working with Ben in 2006, and over the last 15 years he’s guided and coached me to realize financial success. From young professional single life to marriage, kids, moving, buying a home, Ben has always kept me centered on retirement and long term strategy while creating a dedicated game plan for each phase of life. This has resulted in a well balanced portfolio that is both resilient and can also adapt with changes around us.  What’s more, Ben has become a great family friend!

— Matt A.
PS Operations Manager

My wife, Jen, and I first started working with Ben about 7 years ago. We didn’t have a great plan, and knew we needed help. Ben took the time to listen to us, hear our goals, and set a course of action to achieve them. We started with the goal of saving for our kids secondary education and saving for a new car. We also reviewed our plans for retirement, and made the necessary changes, to ensure we would achieve our goals in time. We are proud to say, with Ben’s help, we are sending our first child to a private high school and purchased that new car. We can see our plan continuing to coming together, with each and every step Ben has guided us through.

— Brad B.
Senior Vice President, Commercial Banking

I can’t say enough good things about Ben. He works for his clients’ best interests no matter what they are or how they differ from person to person. He is someone who doesn’t take shortcuts or one-size-fits-all solutions into consideration, and it is in his nature to be considerate and candid all at the same time while listening, advising, teaching, or making suggestions for someone’s future and current investment needs. As for his character: my wife and I not only trust Ben with our money, investments, and future life preparations, but we also trust him as a voice of reason for all things peripheral in life as well. We consider him a part of our family.

— Mike A.
Key Account Manager