Ben's passion for helping clients make their financial lives better began in 1996. For over 20 years, Ben has strived to understand the values that inspire his clients, their history, and, of course, where their wealth can take them.   

Ben maintains a special focus on the needs of founders and business owners.  As a Certified Exit Planning Advisor (CEPA), Ben takes a cross-functional consulting and value acceleration approach to helping founders and business owners align their personal, financial and business goals to achieve a successful business transition.  

Ben earned the CERTIFIED FINANCIAL PLANNER (CFP^®) designation in 2001. Focusing on clients' retirement and life planning needs, he became a Chartered Retirement Planning Counselor (CRPC^®) in 2005.  His goal is to help clients construct an actionable plan for their financial independence with a special focus on consistent cash flow.  Ben provides plan execution through ongoing, personal oversight. 

In 2018, Ben earned the Certified Investment Management Analyst (CIMA^®) designation.  As a Senior Portfolio Manager, Ben offers expertise in all areas of portfolio construction and investment thought leadership. Drawing on powerful global resources with solutions designed for all market environments, his emphasis on smart growth strategies, risk management and tax minimization have offered clients superior risk adjusted results in pursuit of their financial goals. 

Ben is a 1996 cum laude graduate of Illinois Wesleyan University where he studied Business Finance and Political Science.  Ben was honored to be nominated to attend the UBS Wealth Advisor program and earned the designation in 2018.  Ben has also been listed among America's top Financial Advisors.

An avid traveler and wine enthusiast, Ben's passions include SCUBA diving and golfing with his wife, Lori, and two sons.  Ben and his family reside in Long Grove, Illinois.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Holli takes a leadership role in all aspects of client service and administration. 

Drawing on over 20 years of industry experience, she effectively simplifies clients' financial lives through timely communication, extraordinary service and a conscientious attention to detail.  Holli earned her degree from Eastern Illinois University. 

An avid reader, she enjoys participating in the management of her two sons' sports and academic teams.  Holli and her family reside in Oakwood Hills, Illinois.