Ken serves as a Wealth Manager, working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs. His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning. He will work with you personally to understand your needs and provide you with a customized plan to achieve your goals. Ken is also a member of the firm’s investment committee.
Prior to joining Creative Planning, Ken worked for one of the nation’s largest financial services companies as a Vice President, Senior Account Executive. While there he worked with individual clients assisting them with their financial needs. He also reached several milestones including receiving the Achiever award on six separate occasions. He was also recognized with the prestigious President’s Circle award, which is granted to the top 5% of Senior Account Executives in the company.
Ken received a Bachelor of Science degree in Business from Eastern Connecticut State University.
Ken is married to Katheryn and they have two sons, Tripp and Mason. He enjoys activities such as playing basketball, softball, golf and spending time with his family and friends.