NYLIFE Securities LLC

Registered Representative offering securities
products and services through NYLIFE Securities LLC,
Member FINRA/SIPC, A Licensed Insurance Agency.

Registered Representative

Agent licensed to sell insurance through New York Life Insurance Company.

Financial Professional

U.S. Department of Homeland Security

Federal Agent

US Army

Combat Medic

Dallas Police Department

Police Officer

United States Marine Corps

Sergeant

You didn’t build your business or career by accident. So why leave your financial future to guesswork, product pitches, or outdated information?

I’m a Marine Corps and Army veteran turned financial professional based in Colorado but serving clients across the U.S. virtually - helping business owners, high-income earners, and fellow veterans build purposeful wealth. 

Through tax-focused strategies, I help clients:

🔹 Reduce unnecessary tax exposure
🔹 Create sustainable, liquid cash flow
🔹 Safeguard business, family, and legacy
🔹 Gain clarity around retirement and succession

I serve with a holistic mindset—combining insurance, investments, business strategy, and legacy alignment into one adaptive strategy.

If you’ve done “all the right things” but still feel uncertain whether your plan is built to last, let’s talk. Schedule a complimentary, no-obligation second-opinion review.

DM me “Plan,” or connect to start the conversation.

I am licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. 

These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.

2000 South Colorado Boulevard
Tower 2 Suite 1175
Denver, CO 80222
Ph: 720.793.2234
Text: 720.599.2323
CA License: 4392569

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss harvesting.
https://bit.ly/4pb0J0C

Ben Batiste

Helping Professionals Protect Income & Build Long-Term Wealth | U.S. Marine & Army Veteran | Award Winning Financial Advisor

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