With over eight years of experience, a Chartered Financial Planner certificant, Ben specializes in guiding business owners through the complex transitions of retirement, business succession, and legacy planning. His work is rooted in a deep belief in the positive power of sound financial decisions—decisions that not only shape individual futures but also leave lasting impacts through philanthropy and stewardship.

Ben focuses on serving corporate owners who are preparing to transition their businesses and define their legacies. His holistic approach to financial planning balances two key perspectives: identifying the most efficient financial path, and understanding the most likely journey each client will take. This dual lens allows him to craft strategies that are both technically sound and deeply personal.

Driven by a commitment to excellence, Ben continuously invests in his professional education and prioritizes a top-tier client experience. He thrives on simplifying complex financial concepts into clear, actionable steps that empower clients to move forward with confidence.

Outside of work, Ben enjoys spending time with my family, playing board games with friends, and exploring the outdoors through travel and camping. A car enthusiast, he still follows Formula 1 racing whenever he can.

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