Ben joined Crestwood Advisors in 2022 and serves as a Client Advisor for the firm.
Ben started as an eBay entrepreneur in the 2000s. Although running a competitive online business was an enlightening challenge, he longed for a more personal touch, and began an intensive multi-year study of the financial industry. In 2015 He joined Balanced Rock Investment Advisors, eventually serving as Director of Financial Planning, gaining valuable insights and experience that he brings to clients at Crestwood.
He is deeply devoted to transparency, high moral ethics, and living by the Golden Rule. He loves helping families gain peace of mind and a sense of freedom as they clarify their financial futures while honoring their unique values and goals.
Ben is a CERTIFIED FINANCIAL PLANNER™ professional and has a BS in Liberal Arts from Excelsior College in NY. He also studied Philosophy at Brigham Young University in UT and earned a Certificate in Financial Planning from Bryant University in RI.
Ben grew up in Michigan, moving to Massachusetts in 2003. He lives in Marlborough with his wife Milly and four children, where he spends time programming video games as a geeky nerd, doing family activities as a caring father and husband, and volunteering at church as an active Christian.