With almost 30 years of experience in the financial services industry, Ken has extensive experience in providing strategies to retirees and pre-retirees to help protect and preserve their principal. Ken’s goal is to deliver unparalleled personalized service to each client as he helps develop comprehensive financial plans based on each client’s individual needs.
Prior to starting the firm, Ken was an accountant for one of the largest accounting firms in the world, Ernst and Young. Ken has previously passed his Series 6, 7, 22, 26, 63 and 65 securities exams and his exams for Life, Health and Variable Annuity insurance products. Ken is also an Accredited Investment Fiduciary (AIF®).
Ken serves on the Board of Directors for a non-profit organization in the Community, Promise Village Home for Children. Ken has been married to Beth for 29 years and counting they have three children.
He enjoys spending time with his family, boating, fishing, kite boarding and is actively involved in his church. As a public service, every Sunday from 6 to 7pm on WJR Radio, Ken co-hosts the “America’s Wealth Management Show” where investors are informed by various industry professionals regarding strategies that could have a profound impact for the financial future of many near term retirees as well as current retirees.
Favorite Book: Bible
Favorite Restaurant: Seasons 52
Favorite Sport: Kiteboarding/Surfing
Favorite Weekend Destination: Glen Arbor, MI
Schedule a Complimentary Consultation or 20-Minute Ask Anything Session
Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Next you’ll give us some details about yourself, select a 20-minute ask anything session or a detailed hour-long complimentary consultation, and schedule your meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals. No cost, no obligation. Start by selecting a location below.
Already a client? Click here to contact us.