Since starting with HTA in 2008, Ben has always worked closely with his clients to ensure that they are working towards their financial goals. Having big aspirational goals himself, he understands the importance of clients having goals of their own and how a Wealth Advisor can have a positive impact on achieving these goals.
Having worked as a business advisor for many years, Ben’s real passion lies within Wealth Advisory which prompted his move to head-up HTA Wealth. His approach is simple, as he puts it, “If you know and understand your client’s goals or help them develop their goals, then you can build a strategic plan to work towards attaining them.”
Ben’s high school career program suggested he should be a firefighter: this couldn’t have been further from what panned out. The similarity between both though is his love of helping others. I guess he figured finance was much safer than burning houses.
Cass joined the HTA team in November 2019. As a Client Services Manager, she is responsible for assisting accountants to ensure a smooth workflow, develop client relationships and general administration duties. She loves that she can assist in improving systems and procedures which is something she really enjoys. Cass also works in our Wealth and Finance department which is quite new to her, she is extremely excited about this opportunity and can’t wait to delve into the challenges that it will bring.
The most rewarding part of her job is that it allows her to work with people that motivate and challenge her, as well as providing a high level of customer service to clients.
In her spare time you will find Cass making sugar cookies, going to the gym and binge watching Netflix. Three traits that define Cass are determined, creative and positive, which make her a perfect fit for the HTA team!