Ben enjoys building thoughtful, well-structured plans and seeing how a clear strategy positively impacts clients’ lives over time.

Ben is especially drawn to working with healthcare professionals, first responders, and business owners. Raised in a family rooted in public service—with a mother who has spent nearly three decades as a nurse and a father who is a career firefighter and union shop steward—he understands the responsibility, long hours, and pressure that often come with those roles. His goal is to bring structure, foresight, and confidence to complex financial situations so clients can focus on the people and work that matter most to them.

Reliability guides how Ben shows up professionally. Clients know they can count on him to follow through, communicate clearly, and remain consistent and responsive throughout the planning process. He places a strong emphasis on education, taking the time to listen carefully, explain options thoroughly, and ensure clients feel informed and confident before making any decisions. Ben also plays an active role in evaluating and adopting new technology that helps the firm operate more efficiently and deliver a better client experience.

Outside of work, Ben enjoys spending time with family and friends, cheering on the Philadelphia Eagles, staying active, and appreciating a good bourbon—a tradition he picked up with his dad after long shifts at the firehouse.