Ben grew up in Freeport, Maine and currently resides in Winchester, Massachusetts with his wife, Kimberly. Ben’s favorite thing is spending time with his daughter Camille! Ben enjoys downhill skiing and spending time on the ocean in Maine. Ben went to college at the University of Miami and majored in Marketing and Management. Ben also loves spending time doing anything with his friends and traveling around the world to visit with them!
Ben has earned degrees as a Chartered Life Underwriter®, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNERTM ; he has been in the insurance and financial services industry since 2002. Ben focuses in working with owners of small businesses and executives on Fee Based Comprehensive Financial Planning1. Ben helps his clients gain focus on what is most important to them; create a plan to help achieve and protect these goals; and then execute and monitor them over many years. Ben frequently works with small closely held businesses on their succession and exit strategies as well. Ben has been a qualifier annually since 2003 to the Million Dollar Round Table2, and has been a mentor to many agents in helping them achieve membership to the organization. He served as Chair of the Young Professional Alliance of Boston for two years, and in 2012/ 2013 served as the President for the Massachusetts Chapter of the National Association of Insurance and Financial Advisors. Ben has been a featured speaker at the Massachusetts Society of Certified Public Accountants, Annual Meeting for the Million Dollar Round Table, and also at the New Hampshire NAIFA Sales Conference. Ben also serves as the Political Involvement Leader to the Boston General Office of New York Life.