Benjamin specializes in retirement income planning. Whether you are years away or a few months, Ben works with families to curate a retirement plan that fits people’s wants and needs.

Originally from the Hudson Valley area of New York, Ben then attended college at Denison University where he Captained the Lacrosse team, was a 3-time All-American selection, and met his fiance Izzie whom he currently lives with in Washington, D.C.

Ben founded the Bethesda Wealth Planning Group to provide the greatest possible impact on his clients’ lives. His core beliefs are that clients are not transactions but rather partners in a long-term relationship.

His passion & specialty is developing & managing retirement plans for individuals, families & small business owners. Ben is a fully licensed fiduciary financial planner.

When he is not working with clients, Ben is an avid golfer and captains the Virgin Islands National Lacrosse Team.