Ken currently serves as our General Financial Manager, helping carefully balance our organizational resources in ways that will allow us to bring the highest levels of overall service to our clients.

Having first obtained his CFP designation in 1993, Ken is currently working on his masters in financial services. Ken realizes that everyone has finite economic resources. As he says, "Every dollar we save or protect allows our clients to do something extra with their lives. It is the economic benefit that 'keeps on giving.'"