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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Benjamin Herrick

Financial Advisor

607-741-1216 Ex.312

Originally from Charlotte, NC, the Greater Binghamton area has been home for most of my life. I graduated from Union-Endicott High School. From there I went on to study music education and literature in college, graduating with a degree in English Literature with a focus on education from SUNY Potsdam. Married since 2010, I live in the Chenango Forks area with my wife Sarah and our four children.

My reason for becoming a financial professional is deeply personal. The effect that a lack of financial education, discipline, and planning had on my generation was devastating. Repeatedly, I saw friends and family members struggle to find the help they needed to plan their financial future. No matter your stage in life, I am confident that with my training as a financial professional, coupled with my background in education, not only can I help you achieve your goals, but help you feel empowered in doing so.

When I’m not meeting with clients I enjoy spending time with my family, attending live shows with my wife, going for walks and fishing with my kids, going to museums and art exhibits, and watching UFC.