Ben is the in-house paraplanner at Retirement Refined, LLC.
Ben is responsible for analyzing clients’ financial and tax situations to develop tailored recommendations that address their needs. He has extensive experience working with high-net-worth clients, conducting investment research, performing Social Security needs analyses, and strategizing retirement distributions.
Before joining Retirement Refined, Ben spent his first three years after graduation in the financial planning industry. He holds both Series 7 and Series 65 securities licenses.
Ben double majored in Finance and Financial Planning & Wealth Management at the University of Delaware. He will be sitting for his Certified Financial Planner (CFP) exam in 2025.
Outside of work, Ben enjoys exploring Philadelphia, where he currently resides. He spends time with his friends, his beloved cat, and at his local gym. Ben is also an avid performance car enthusiast. His family is near and dear as he thoroughly enjoys spending holidays with his parents and siblings in North Carolina.
