Managing Director, Partner
Ken serves as a Partner and Managing Director of Creative Planning, 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 as a Vice President, Senior Account Executive for Fidelity Investments. While there he worked with individual clients assisting them with their financial needs. He was recognized with Fidelity Investments’ prestigious President’s Circle award, which is Fidelity Personal Investing’s highest form of recognition and is awarded to the top performing associates in client relationship and support roles. Ken was listed among the top financial advisors in the state of Connecticut on Barron’s list of ‘Top Financial Advisors by State’ (2019, 2020, 2021, 2022 and 2023*) and was a Five Star Wealth Manager award recipient 2016-2023*. He also has been named in Barron’s as one of the ‘Top 100 Independent Financial Advisors in America’ (2022& 2023**).
Ken received a Bachelor of Science degree in Business from Eastern Connecticut State University.
Ken is married to Katheryn and they have three sons, Tripp, Mason and Daxton. He enjoys activities such as playing basketball, softball, golf and spending time with his family and friends.
*See all Creative Planning disclosures and sources.