Ben’s diverse background brings Business Risk Management, Retirement Planning, Investment Management and more to the team.
Ben joined forces with Daniel Bedard in February 2024. With a diverse background spanning Business Risk Management, Retirement Planning, Investment Management, Retirement Product Management, and roles as a Mutual Fund and Annuity Wholesaler, Ben brings a wealth of experience to the table. Over his career, he has personally overseen the work of more than 500 Financial Advisors, ensuring their portfolio management and investment selections are both client-focused and compliant with regulatory standards. Since earning his Series 7, 9, 10, 24, 63 and 65 licenses in 2011, Ben has consistently acted in a fiduciary capacity, dedicated to meeting and exceeding his client needs.
Residing in Danbury, CT, Ben enjoys hiking and spending weekends exploring the beautiful state of Connecticut and enjoying the local charm of Kent, where he visits local farms, hikes scenic trails, and frequents the Kent Library book sales.