Benjy Strempel, Director
Benjy has over 11 years of experience in Financial Markets, Investments, and Insurance. He began his career as a wholesaler for one of the largest insurance companies in the country. During his career he has focused on helping to solve individual clients’ retirement and estate planning challenges, managed large teams of sales professionals to be more efficient and productive, and built multiple successful businesses across the country. Benjy’s experience has given him a strong background in building solutions that help provide his partners with advanced tax strategies involving investments, insurance, and portfolio construction.
As a Director at Cohn Financial Group, Benjy specializes in building customizable solutions for individuals, families, foundations, business owners, corporations, and money managers. These solutions help to provide tax efficient investing, investment diversification, and legacy planning.
Benjy has a BS in Economics from the University of Colorado at Boulder, holds FINRA Series 7, Series 24, and Series 63 Licenses, is a registered representative of M Holdings Securities, Inc. Benjy is originally from Denver, Colorado, but now resides in Phoenix, Arizona with his wife, Caitlin, and their son, Wyatt. He enjoys running, hiking, biking, live music, and sports of all kinds.