Interests

I actively pursue tennis, snowboarding, and golf. When I’m not playing, you can find me watching the Giants on Sundays and Syracuse on Saturdays. Go Orange!

Fitness is a core part of my lifestyle, and I’m always striving to enhance my weightlifting routine to achieve personal growth and well-being.

Areas of Focus/ Roles & Responsibilities

Ben assists with meeting client needs, developing comprehensive financial plans, and managing investment-related tasks. Ben’s goal is to provide a seamless experience, ensuring all aspects are aligned with each client’s long-term objectives across multiple generations.

Education

• Bachelor of Science in Communication, Syracuse University, Syracuse, NY 2021

Qualifications

• Series 63, Series 66 and Series 7 Licenses held through LPL Financial
• Life and Health Insurance Certification

View Definitions