Benjamin believes that wealth management is more than just the numbers, it's about understanding what matters most to you and building a strategy that reflects your life, values, and aspirations.
Benjamin brings a personalized approach to every client relationship. Since joining Merrill in 2021, Benjamin has helped individuals, families, and business owners navigate complex financial decisions with clarity and confidence. His philosophy is simple, listen first, plan second, and adapt always.
Whether you're planning for retirement, growing your business, or creating a legacy, Benjamin tailors strategies that evolve with life's changes, market conditions and your unique goals.
Benjamin received his B.S. degree in Finance from Oregon State University. While at Oregon State, he served as Team Captain his senior year and was a 4-year Varsity letterman as the Varsity coxswain on the Men’s Rowing Team. That experience instilled discipline, leadership, and a passion for guiding others towards success - qualities he brings to every client relationship.
Outside the office, Benjamin enjoys spending time with his family, fishing, skiing, and playing disc golf. He remains active in his alumni rowing community, competing annually at the Head of the Charles Regatta.
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Let's build a plan that works for today and the tomorrow.
At Garrison • Swartz, we combine cutting-edge technology with personalized care to deliver a wealth management experience that puts your goals first. Our approach is both high-tech and high-touch—leveraging advanced tools for precision while maintaining the human connection that helps ensure your financial strategy is tailored to your life. From building strategies for today and tomorrow to providing service that works for you, we're committed to guiding you with expertise, transparency, and unwavering attention to detail.

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
