Meet the team.

Series 6, 7, 63, 65 Registrations | Life and Health Insurance License
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Benjamin, a seasoned financial professional and Co-Founder of Synchrony Wealth Management, prioritizes his clients' needs with unwavering commitment. With over a decade of industry experience, he specializes in retirement planning and investment strategies.

Setting himself apart, Ben embraces a holistic approach, considering every aspect of his clients' financial landscape. He emphasizes true diversification within investment portfolios, recognizing that not every opportunity is flawless.

Driven by a thirst for knowledge and a dedication to community service, Benjamin's passion lies in continuous learning and assisting his clients in achieving their financial goals. He finds fulfillment in building connections with clients and helping them realize their financial aspirations.

Outside of finance, Ben treasures time with his family, enjoys outdoor activities, engages in various sports, and actively serves in his church. His diverse experiences contribute to a well-rounded perspective, making him an invaluable asset to the Synchrony Wealth Management team.
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Favorite Book - Harry Potter series

Favorite Movie - Mulan

Bucket List - Witnessing the San Francisco 49ers win a Super Bowl live.

Favorite Destination - Ski resorts, where he finds solace in the great outdoors.