Ben sees hidden potential in people and activates their inner hype. His joy is in inspiring people to see their “superpower” so that they can envision and claim a future of joy, fulfillment, and meaning.
As CEO, Ben has made sure that from the moment you enter our offices, you’ll see that Exevia is not like any other financial advisor’s office you have visited. Ben’s vision is the driving force behind this difference: game-changing conversations and exceptional experience. Ben believes there is an opportunity for everyone to transform how they think and feel about wealth. In business and in his personal life, Ben lives his life with the conviction and passion of a person who feels that his calling is to give people permission to live the best life they can.
You’ll feel Ben’s energy the minute you meet him because it something you cannot miss, like a catchy 80’s pop tune that you can’t stop humming. His energy and enthusiasm for life is infectious. He’s always looking for ways to breakthrough to the next big idea or experience. He is responsible for a lot of “Ah ha!” moments for our clients.
Digging behind the logic to get to the emotion of a person’s financial concerns is something he does extraordinarily well because what really drives Ben is teaching people how they can grow in abundance. Seeing strengths and finding ways to connect them with opportunities gives Ben the innate ability to get to the heart of what your assets can do for your life. This is what really matters to him, and to his team.
Ben finds patterns and meaning in the complex. Ben can naturally see a way when others cannot and changes obstacles that might bog other people down into scenery along the way. He’s the guy who sees clearly that the whole is greater than the parts, and he considers every piece of a client’s goals and dreams to be vitally important. Ben is a Rockstar making sure that clients are winning.
Beyond the spreadsheets and line items, what you can expect from Ben is attentive listening. Big-Dream-What-If-Conversations. An honest exploration of what you want freedom from and what you want freedom for. Knowing what you own and why you own it. What needs to be true for you one year from today? Five years?
When you’re done talking with Ben, you’ll feel like you’ve just met your biggest fan, because you have. His mission is to help you transform obstacles and to think and act holistically with your financial future. That’s the difference between meeting with a financial advisor and partnering with a true wealth coach.Back to Full Team »