Ben holds the prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) designation, recognized as the standard in financial planning. This certification equips him with knowledge in key areas such as risk management, investments, insurance, estate planning, and retirement strategies. His commitment to these disciplines helps ensures that each client receives tailored, forward-thinking guidance designed to address every aspect of their financial well-being.
In addition to his CFP® certification, Ben has passed Series 7 and 66 FINRA exams, as well as health and life insurance licenses. These qualifications allow him to offer a diverse range of financial solutions, helping ensure his clients have access to well-rounded, strategic planning. With a client-focused approach and an unwavering commitment to excellence, Ben takes pride in building lasting relationships founded on trust and personalized strategies.
Ben earned his Bachelor of Arts and Science degree from the University of Virginia in 2010, graduating with Dean’s List honors. Driven by a passion for continuous learning and professional growth, he pursued advanced education at Wake Forest University where he successfully completed the rigorous requirements for his CFP® designation.
A proud Washington, D.C. native and Dean’s List graduate of Gonzaga College High School, Ben has worked with numerous community service organizations throughout the greater D.C. area, fostering strong ties to the community. Outside of work, he enjoys following college and professional sports, exploring new destinations through travel, and appreciating the craftsmanship of classic cars.
