BEN’S STYLE + APPROACH
With over 12 years in the life insurance industry, Ben helps incorporated individuals effectively manage their wealth with a team of tax planners, financial advisors and wealth strategists. He brings his unique perspective as a first generation individual into his practice.
SPECIALIZES IN
Provide peace of mind for clients that need help with their estate transfer. Ben understands unique cultural and familial background dynamics and helps manage intergenerational challenges.
WHAT YOU MIGHT NOT KNOW ABOUT BEN?
His first passion is actually in graphic arts, with a movie and video game making background, in his past life he taught these programs at two different colleges.
WHY ZLC
A dedicated team with a high bar of professional and the touches of a tenured family office.
Mutual funds are sold through Monarch Wealth Corporation. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the prospectus/fund facts before investing.
