Ben has spent nearly two decades helping his clients bring clarity and confidence to their financial lives. As an advisor, he combines personal understanding with deep technical knowledge, guiding individuals, families, and business owners through decisions that shape their futures. His work is rooted in service, shaped by real-world experience, and driven by a belief that financial planning should reflect each client’s values, goals, and long-term vision.
Ben’s professional foundation began in the United States Coast Guard, where he learned to lead under pressure, make decisions in high-stakes situations, and stay focused when conditions were anything but calm. That experience shaped how he works with clients today: steady, responsive, and grounded in trust.
After completing his service, Ben began his career in banking, where he quickly earned leadership roles and developed a reputation for thoughtful, client-centered advice. He found that the more complex the need, the more he thrived, leading people through transitions, solving challenges, and helping them make decisions with intention. That drive eventually led Ben into wealth management, where he has continued to serve as both a strategist and a steady presence for clients at every stage of life.
Ben is a co-founder of Sonoma Allocations, where he partners with clients navigating generational planning, liquidity events, business transitions, and long-term investment strategy. He holds the Accredited Asset Management Specialist (AAMS®) and Accredited Investment Fiduciary (AIF®) designations. As a practitioner of modern portfolio theory and an experienced financial planner, Ben brings disciplined, research-based investment management together with tailored tax and estate strategies. Every recommendation is grounded in a fiduciary commitment to his clients’ best interests.
Ben lives in Sonoma County with his wife, Mia, and their four children—Grace, Ava, Donovan, and Sofia. Whether he’s cheering from the sidelines, spending time outdoors, or sharing a quiet moment with family, Ben values the life that smart, intentional planning helps make possible. That same clarity and care shape the way he serves the families who trust him to guide their financial lives.
