Best Part of My Job
Ben returned to Cornerstone Advisors in 2009 after a 3-year period away from the firm, which included a six month mission with his wife and family in the jungles of Fiji where they built homes for single mothers and their children. Ben has 12 years experience in finance and banking and his practice focuses on serving the needs of executives, retirees, and those families with multi-generational wealth. His breadth of work has included portfolio management, concentrated stock diversification strategies and stock option planning, charitable gifting strategies and multi-generational planning. Prior to rejoining the firm, his professional experience included 3 years with Paracle Advisors, 7 years at Cornerstone Advisors and 2 years at Washington Mutual.
Three Words That Best Describe Me
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Authentic
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Optimistic
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Steadfast
My Clients Include
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Wealthy individuals and families with complex financial needs
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Families with multi-generational wealth
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Senior executives and families who have built their wealth through concentrated asset exposure
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Retirees - and those considering retirement
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Entrepreneurs
Practice Emphasis
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The design of customized portfolios comprised of complementary assets, with an emphasis on complex multi-generational portfolios, trusts and private foundations
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Diversification of concentrated stock positions and stock option planning
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Charitable gifting strategies and multi-generational planning
Ongoing Results
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Planned and coordinated wealth transfer and tax strategies within the context of portfolio management
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Aided in the re-design of a Generation Skipping Trust to establish consistent cash flow for the current income beneficiary while addressing the competing investment objectives of the remaindermen beneficiaries
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Initiated tax-free exchange of life insurance policies to take advantage of better pricing and structure
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Implemented 10b5-1 Plan to allow a senior level executive insider to systematically exercise and diversify concentrated stock options
Education
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University of Phoenix, Bachelor of Science in Business Administration
Professional and Community Activities
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Financial Planning Association, Puget Sound
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Climb for Captives, Member, 2008 - present
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Bothell Cougar Junior Football, NYBA Basketball, North Bothell Little League, Coach, 2007 - present
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Washington Student Leadership, Group Facilitator and Panel Member, 2008 - 2009
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Washington Student Leadership Forum Co-Chair, 2010
Where To Find Ben When He Is Not At Work
Ben's favorite place to be is in the mountains. He can also be found golfing or coaching his kids' sports teams. Other hobbies include cooking and woodworking.
The Cornerstones of Ben's Life: His faith, family, and living a life of adventure.
Best Part of My Job