Ben uses a combination of real-world perspective and technical knowledge to help clients protect what they have, plan intentionally, and create lasting legacies through Crestmark’s coordinated and modern model.

Ben’s leadership is shaped by a background defined by determination and resilience. He faced years of instability and periods of homelessness throughout his childhood, yet chose a new path by serving in both the U.S. Marines and the U.S. Army. His military service instilled structure, accountability, and a mission-driven approach that now guides Crestmark’s philosophy.

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OUR MISSION

We combine personal advisor relationships with the expertise of experienced specialists in estate planning, advanced insurance strategies, tax-efficient planning, and wealth transfer.

This collaborative structure allows Crestmark clients to benefit from the same high-level planning resources typically found at large financial institutions while maintaining the simplicity and personal support of an independent advisory relationship.

Our team works together to help clients simplify complex financial decisions and build coordinated long-term strategies.