Together with the broad resources at UBS, Ben has the unique opportunity and privilege to help his clients with their financial lives.

Ben’s clients primarily consist of substantial private investors and small business owners in the central coast of California.

He specializes in lending strategies, cash flow management, tax minimization, and portfolio structuring including market sell-off protection.

Ben strives to know all his clients so well that he can anticipate their needs, help preclude issues from emerging, and seeks to craft portfolio strategies that both yield desirable results and are tailored to their personal values and appetite for risk.

Ben began his financial career with Merrill Lynch in 2007.

He and his team joined UBS Financial Services in 2015 finding that their comprehensive investment and planning resources better aligned with their clients' needs.

Ben holds a bachelor’s degree in Economics from California State University, Long Beach.

He is a board of directors of the M.I.T. Enterprise Forum Central Coast, a non-profit that seeks to build business connections for technology entrepreneurs.

Ben resides in his native Santa Barbara with his wife, Becca.

He is an avid swimmer, surfer, skier, golfer, and pickle ball player (a racquet sport similar to tennis).