Ben Andrew, CFP®, AFC®

Ben specializes in working with high-level tech executives with complex equity compensation. Strategic knowledge of the different types of compensation, including RSUs, ISOs, NSOs and 10b5-1 plans, allows him to provide specialized advice for navigating the tax code and creating wealth. He draws extensively on LNW’s in-house expertise to provide truly integrated solutions that align the many elements of clients’ financial lives with their personal goals and needs, often over many generations.

At LNW, Ben is Involved in all aspects of client account management and wealth planning. He works closely with LNW wealth managers to create, implement and monitor investment and wealth plans for clients and to propose strategies that optimize and streamline client finances. Prior to LNW, Ben was an associate advisor at Brighton Jones and an analyst at Mosaic.Online.