I believe you deserve a financial advisor who shares your vision and works to uncover solutions to address your unique needs.


Ben is dedicated to building lifelong client relationships based on honesty and integrity – providing comprehensive and tax efficient investment strategies specifically tailored to each client’s needs. With nearly 25 years of experience in the financial services industry, Ben recognizes that a reputation of quality trust is earned by creating satisfied and knowledgeable clients.

Ben built his career at Wells Fargo Advisors and its predecessor firms, First Union Securities and Wachovia. He serves clients in Philadelphia and the Main Line including corporate executives, business owners, medical professionals, and their families. His mission is to understand and prioritize each clients’ unique financial goals and work with them to create an overall plan to build, manage, protect and transition their wealth.

His educational background includes earning his bachelor’s degree in business & economics from Randolph-Macon College. Now as a Financial Advisor, Ben holds the FINRA Series 7, 63, and 65 securities registrations.

Away from the office he enjoys being active in the community, golfing, skiing, and spending time with family and friends. He and his family live in Ardmore, PA and enjoy all that the area has to offer.

Gail is a highly motivated financial services administrator with the ability to effectively handle client needs in a diverse and ever-changing book of business.

For more than two decades Gail has ensured that all aspects of her position are performed with the highest degree of accuracy and timeliness. She has helped clients address their financial service needs. With extensive experience throughout major shifts in the markets, Gail has dedicated her career to delivering the personalized service her clients deserve.

Gail began her financial services career as an Account Administrator with Oppenheimer and Co., in October of 1994, in Center City, Philadelphia. She joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in February of 1998, where she developed her fundamental client service and operational knowledge, providing personalized client service to high net worth individuals and families. She joined RBC in 2007 and then rejoined Wells Fargo Advisors in 2013.

In 2005, Gail earned the FINRA Series 7 and 63 securities registrations by completing an approved educational program and passing rigorous examinations.

After college, Gail settled in Philadelphia, and 25 years later still loves all the city has to offer. Gail spends her free time exploring different neighborhoods of the city. She also spends her time traveling with friends and family. Gail especially enjoys flower gardening and photography.