Ken supports the company’s advisors in his Associate Financial Planner role. His responsibilities range from creating financial plans to assisting the investment committee. His position allows him to participate in his interests of conducting market research, building long-lasting client relationships and developing financial plans. He is excited to be a part of the team as we collectively focus on helping our clients reach their goals.
Ken graduated from the Eli Broad College of Business at Michigan State University with a Bachelor of Arts in Finance and a minor in Insurance and Risk Management. He has completed all of the course work for the CERTIFIED FINANCIAL PLANNER™ certification and will be taking the comprehensive exam soon.
In his free time, Ken enjoys playing golf, soccer, and spending time with family and friends. He currently resides in Flat Rock, Michigan.
Get to Know Ken
Favorite Food: Chicken Stir Fry
Favorite Sports Team: MSU Basketball
Activities and Interests: Soccer, golf, rollerblading, going to the beach
Something You May Not Know About Ken: Wants to swim with sharks one day