The Minds Behind
Your Strategy

Ben founded Vaquero Private Wealth with a conviction that entrepreneurs and multigenerational families deserve institutional-grade counsel delivered with genuine personal accountability. He built the firm from the ground up on an independent, fee-only model — free from the conflicts that define wirehouse and product-driven advisory relationships. Ben works directly with founders, business owners, and family principals navigating the full arc of wealth creation, liquidity, and legacy.

Ryan co-leads the firm alongside Ben, bringing deep expertise in investment strategy, comprehensive financial planning, and the complex decisions that accompany major liquidity events. He works with a select group of clients — primarily executives, business owners, and families with significant investable assets — helping them translate sophisticated financial complexity into clear, executable strategy.

Laura oversees Vaquero's compliance program and day-to-day operations, ensuring the firm maintains the highest regulatory and fiduciary standards. She serves as the internal architect of the processes, controls, and client service infrastructure that allow the advisory team to operate with precision and confidence. Her work is invisible to most clients — and that is exactly the point.

Jason serves as a senior advisor across the firm's wealth management relationships, with a particular focus on investment policy, portfolio construction, and integrated financial planning. His dual designation reflects his commitment to both rigorous investment analysis and comprehensive client planning — skills he applies daily in helping clients navigate decisions with lasting financial consequence.

Loree brings a rare combination of trust administration expertise and estate planning depth to Vaquero's client relationships. With credentials spanning both fiduciary administration and advanced estate planning, she works with families navigating trust structures, charitable giving vehicles, succession planning, and the complex transfer of wealth across generations. Her guidance is grounded in both technical rigor and practical wisdom.

Paul advises a concentrated book of ultra-high-net-worth clients, bringing institutional investment discipline and advanced wealth management training to every engagement. His CPWA designation reflects specialized expertise in the unique challenges facing clients with $5M or more in investable assets — concentrated positions, alternative investments, tax-efficient withdrawal strategies, and multi-generational planning.

Daniel supports the advisory team with investment research, financial modeling, and client reporting. He brings analytical rigor to the firm's investment process, contributing to portfolio analysis, manager due diligence, and the preparation of planning deliverables for client engagements. His work underpins the precision and transparency that Vaquero clients expect.

Brooke is the operational heartbeat of client relationships at Vaquero, managing account servicing, document coordination, custodian communications, and the day-to-day touchpoints that define a client's experience with the firm. Her attention to detail and commitment to responsiveness ensure that every client interaction reflects the standard of care Vaquero is built upon.

Risa manages the business and administrative operations of Vaquero Private Wealth, providing essential support across vendor relationships, internal workflows, scheduling, and firm infrastructure. Her organizational precision and steady presence allow the advisory team to operate at full capacity — focused entirely on clients.