Designations and Licenses

Benjamin is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth Advisor®, has a Certified Exit Planning Advisor credential, and holds a life insurance license in the state of Arizona.

Experience and Education

Prior to joining Mariner, he was a wealth strategist and trust specialist at Merrill Lynch. In this role, he delivered advanced wealth transfer consulting designed to meet ultra-high-worth client objectives including multigenerational wealth transfer, gift and estate tax planning and philanthropic strategies.

Benjamin has a bachelor’s degree in business administration from Susquehanna University.

Personal Interests

Benjamin enjoys spending time with his wife and three children. He is a member of the professional advisory board at Arizona Community Foundation and serves on the planned giving committee for the Boys & Girls Club of the Valley.