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.
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.
A dedicated team with a high bar of professional and the touches of a tenured family office.