OUR TEAM

BENJAMIN ZIMBEL

CEO & Founder

Ben transitioned into financial services after beginning his career at a commercial real estate and capital management company based in Rockefeller Center, New York City. After gaining experience in the banking sector, Ben began building his practice at an independent planning firm in Boston. Originally from Connecticut, Ben now calls Boston his home where he is an active member of the Charles River Esplanade Association and works with other non-profit organizations. You can find Ben running trail and road races, powder skiing, or down on the Cape with friends and family on summer weekends.

Curtis Rafter

Investment Advisor Representative

Curtis specializes in building financial roadmaps for his clients to provide them clarity that they are making the right decisions that can get them to their stated goals securely and efficiently. Before building and implementing a strategic plan, Curtis understands that it first begins with understanding a client’s goals and providing education to foster their confidence in their decision making. With his team and strategic alliances, he works with clients on retirement planning, estate conservation, tax exposure, insurance, and income protection strategies. He is a native to the Boston area and resides in Chestnut Hill with his fiancée and their dog, Teddy.

SAWYER LYNN

Financial Representative

Curtis Rafter

Investment Advisor Representative

Curtis specializes in building financial roadmaps for his clients to provide them clarity that they are making the right decisions that can get them to their stated goals securely and efficiently. Before building and implementing a strategic plan, Curtis understands that it first begins with understanding a client’s goals and providing education to foster their confidence in their decision making. With his team and strategic alliances, he works with clients on retirement planning, estate conservation, tax exposure, insurance, and income protection strategies. He is a native to the Boston area and resides in Chestnut Hill with his fiancée and their dog, Teddy.

Site Disclosures

Vector Capital Management (VCM), is located in Boston. VCM and its representatives are in compliance with the current filing requirements imposed by those jurisdictions in which VCM maintains clients. VCM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. VCM’s web site is limited to the dissemination of general information pertaining to its consulting services, together with access to additional product related information, publications, and links. Accordingly, the publication of VCM’s web site on the Internet should not be construed by any consumer and/or prospective client as VCM’s solicitation to effect, or attempt to effect transactions in any product, or the rendering of personalized product advice for compensation, over the Internet. Any subsequent, direct communication by VCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of VCM, please contact the state governing bodies for those states in which VCM maintains a license. VCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to VCM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Neither Vector Capital Management nor its representatives provide tax or legal advice or services. Clients should consult their qualified legal, tax and accounting advisors as appropriate. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Vector Capital Management is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.

With over 17 years of combined experience and education in financial services and in-depth knowledge of the ever-changing insurance industry landscape, we can help to provide you with bespoke solutions for your unique situation.

We are registered to offer securities in the following jurisdictions:
MA, CA, CO, CT, IL, NY, ID, DC, GA, MO, NM, OR, PA

We are licensed to sell insurance products in the following jurisdictions:
CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, NJ, NV, NY, OR, PA, VT, WA

Benjamin Zimbel, domiciled in MA; California Insurance Lic. #0M92568

Curtis Rafter, domiciled in MA; California Insurance Lic. #4214598