Financial Planning Specialist
Rational, resourceful and reliable. Adventurer. Outdoorsman. Passionate about hiking, digital experiences and adding value to all those around him.
Ben joined as the firm’s Financial Planning Specialist in 2018. As a part of Strategic’s commitment to enhancing financial and life planning experiences, Ben focuses on driving the firm’s planning processes, deliverables and digital offering. His day-to-day responsibilities include working closely with advisors to identify and deliver financial planning strategies for clients as well as staying current on industry trends and changes.
Ben brings extensive knowledge to the position, with a skill set built from servicing the financial planning needs of clients in a variety of markets, across a wide geographic footprint. Before joining Strategic, Ben was a Financial Planning Operations Manager for NBT Bank in Utica, NY. His knowledge of the digital aspects of financial planning reinforces Strategic’s commitment to staying current and ensuring our financial planning process continues to evolve and transition into the digital age. Ben has a Bachelor of Science in Management from Siena College and is currently working to become a CERTIFIED FINANCIAL PLANNER™ – CFP® professional.
- BS, Management, Siena College
- Certificate in Business and Commercial Lending, American Bankers Association (ABA)
- Board Member, The Utica Zoological Society, Utica, NY
- Board Member & VP, Saltzman Charitable Foundation, New York, NY
- Chair, SCMS Wealth Implementation Committee, Utica, NY
- Consultant, Center for Academic Community Engagement, Albany, NY
Areas of Specialty
Client Relationship Management
Financial & Estate Planning
Workflow, Processes and Technology
Beneath the Surface
Claim to Fame
Although not an official “ADK 46er” Ben has climbed all 46 of the Adirondack High-Peaks
Everything Adirondacks, getting outside for a run, spending quality time with family and friends and supporting causes he’s passionate about
Although born and raised in Avon, CT, Ben’s extended family is in Utica, NY; a place he’s visited frequently his entire life and is now pleased to call home.
If you haven’t found something strange during the day, it hasn’t been much of a day.John Wheeler