Ben brings a thoughtful, client-centered approach to financial planning, with the belief that every client’s story, priorities, and goals deserve a strategy built specifically around them. As a Wealth Advisor on our Special Needs Financial Planning Team, he works closely with clients to define and refine their goals, drawing on data-backed analysis and careful investment oversight to guide them through every stage of life. From tax-efficient wealth management to customized asset strategies, Ben serves as a fiduciary committed to building lasting relationships founded on deep trust.

Financial planning for families with loved ones who have special needs is deeply personal to Ben, as it reflects his own family’s experience. That lived familiarity informs everything he does, driving him to understand each family as a whole and to develop plans that provide lifelong security and support.

Ben lives in Wakefield, Massachusetts. Outside of the office, he enjoys renovation projects, gradually transforming his mid-century ranch into a home, and spending time with family and friends. He is especially inspired by his daughter, who continues to shape his perspective on planning for the future and what truly matters most.