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.