Director, Firm Development
Ben joined the agency in 2014 as an Investment Specialist. Ben has recently began working with producers on development to streamline the firm’s planning process and philosophy.
Prior to joining CFG, Ben worked in the Financial Planning Department at Baystate Financial in Boston. In this role he acted as a Senior Case Manager for fee-based financial planners, specializing in eMoney. Ben then took a position as an Agency Supervisory Officer at MassMutual Oregon in Portland, Oregon. In this role he was able to expand his compliance knowledge within a highly regulated industry and obtain licensing as a Registered Principal.
Ben currently resides with his wife Elissa in Newton, MA. Ben enjoys skiing, golfing, and spending time with close friends and family. Ben is involved with the Special Olympics through volunteer work and fundraising.
101 Federal Street, Suite 800
Boston, MA 02110