Ben Machel, CFPCertified Financial Planner
Having joined the team in 2016, Ben brings a fresh perspective & new energy to the financial planning process. His recent education combined with flexible & strategic thinking allow him to help clients develop & implement unique solutions to their financial needs.
Ben is well-versed in many topics, but his focus lies in helping young families establish their financial security, build wealth and plan for the future – all while protecting their assets against unexpected loss. Whether it’s setting up an education or disability savings plan, or creating an outline for retirement, Ben’s hands-on approach ensures that clients feel comfortable navigating the many decisions in front of them with an experienced advisor by their side.