Ben is a seasoned operations professional with a proven track record of success in the financial services industry. A graduate of Roosevelt University with a degree in Business and Accounting, he brings a strong foundation in financial analysis and operations management.

A dedicated athlete, Ben honed his competitive spirit and teamwork skills on the Roosevelt University basketball court. This same drive and determination has fueled his career, leading him to achieve Series 66 and 7 licenses, and pursue the prestigious CFP® certification.

Living and working in the heart of downtown Chicago, Ben is deeply connected to the city's vibrant business community. His sharp analytical skills, combined with his passion for delivering exceptional client service, make him an invaluable asset to our team