At Aspect Partners, Ben holds the positions of Director of Financial Advice and Planning and Senior Financial Advisor. As Director of Financial Advice and Planning, he oversees our financial planning process from the initial client introduction, client engagement, design and strategy meetings, through the implementation process. As Senior Client Advisor, Ben is also responsible for maintaining specific client relationships.
Ben arrives at Aspect Partners with two decades of broad industry experience. Ben has managed his own practice, served as Lincoln Financial Advisor’s National Director of Planning and in that capacity serve on their Investment Strategies Group, Investment Steering Committee, Business Intelligence Institute and Social Security Resource Team. Most recently he worked at a local planning firm as their Director of Investments.
Ben received his bachelor’s degree in Economics from Hobart College, and has also earned his CERTIFIED FINANCIAL PLANNER™ certification. He holds FINRA series 6, 7, and 66 licenses.
When he’s not in the office, he enjoys spending time and traveling with his wife Kristin and their daughter Mia. He was a college athlete, a triathlete, and an avid kombucha brewer.