Ben graduated from the Fox School of Business at Temple University in 2020 with a B.B.A. in Finance and Financial Planning. At age 22, he earned his CERTIFIED FINANCIAL PLANNER™ certification through the CFP® Board, becoming one of the youngest professionals at the time to earn the designation. He also holds the FINRA Series 7 and 63 registrations through LPL Financial.
Following completion of his CFP® certification, Ben continued his advanced studies through The American College of Financial Services, where he earned the Tax Planning Certified Professional™ designation. He is proud to be among the first 500 professionals in the country to complete the program. The TPCP® designation reflects advanced training in strategic and proactive tax planning, reinforcing his focus on helping clients reduce their lifetime tax burden and build wealth in the most tax-efficient manner possible.
Ben is actively involved in the financial planning profession and his local community. He is a member of the Central PA Financial Planning Association and an active NexGen member. He serves on the scholarship review committee for the CFP® Board and volunteers as a mentor through the FinServ Foundation to support the next generation of planners. He is also a classroom volunteer for Junior Achievement and a pro bono planner for the Foundation for Financial Planning. In addition, Ben serves on the Finance Committee for Farm & Natural Lands Trust, supporting its mission to preserve farms and natural spaces for future generations.
Outside of work, Ben enjoys traveling and exploring the outdoors. He has a passion for motorsports, both behind the wheel and behind the lens as a photographer at racing events. He is also passionate about music, plays trombone in several York community bands, and is a proud season ticket holder of the York Symphony Orchestra. He resides in York Township with his wife, Abby, and their cat, George, and dog, Eddi.
Favorite Quotes:
“What would you do if you knew you couldn’t fail?” – Eleanor Roosevelt
“Don’t struggle to find the needle in the haystack; just buy the haystack.” – Jack Bogle