Since starting with HTA in 2008, Ben has always worked closely with his clients to ensure that they are working towards their financial goals. Having big aspirational goals himself, he understands the importance of clients having goals of their own and how a Wealth Advisor can have a positive impact on achieving these goals.
Having worked as a business advisor for many years, Ben’s real passion lies within Wealth Advisory which prompted his move to head-up HTA Wealth. His approach is simple, as he puts it, “If you know and understand your client’s goals or help them develop their goals, then you can build a strategic plan to work towards attaining them.”
Ben’s high school career program suggested he should be a firefighter: this couldn’t have been further from what panned out. The similarity between both though is his love of helping others. I guess he figured finance was much safer than burning houses.