Ben is a proud financial nerd and closely follows legislative changes, and shifts in the tax, estate, and investment landscape. He has experience at various levels of the industry, beginning at a large Wirehouse/Investment Bank, with a focus on investment management. He then transitioned to a Family Office managing nearly $2 billion, where they specialized in advanced tax and estate planning techniques. He now leads TMRW’s wealth planning that aims to go deeper and manage the intersection of all the financial planning areas for complex clients and client families. Ben graduated Magna Cum Laude from Ursinus College in Economics. There he was inducted into Phi Beta Kappa academic honor society. Ben also teaches the next generation of CERTIFIED FINANCIAL PLANNER TM professionals. He cu...