Hi ~ I’m Ken and I provide financial planning services because I’m invested in helping others achieve their goals. I really enjoy sharing my passion and experience to help people strategize how to make their dreams a reality. My father and I founded a nationally prominent, family-owned network of Fine Art Galleries in 1982. After growing it into a multi-million dollar business, I entered the financial services industry.
Being able to draw on my wealth of knowledge and experience in growing a business, managing cashflow, and setting long-term goals is a big value add that I bring to assisting individuals plan for their future. I help simplify complex material so clients understand the concepts that various strategies provide. My approach to financial planning is based on trust, regular contact, and an investment philosophy that is aligned with my client’s objectives.
“I help simplify complex material so clients understand the concepts and strategies provide.”
I am a graduate of the Learning Institute for Financial Executives (LIFE School) and have multiple lines of insurance licenses as well as multiple securities licenses. To stay up to date on the latest approaches to manage, protect, and grow your wealth, I regularly attend financial services and insurance conferences throughout the United States. I also employ strategies to help clients keep unrealized tax-savings as taught by national tax expert, Ed Slott.
I am a National Education Association (NEA) Retirement Specialist and have been featured as a guest speaker at the Association of Washington School Principals (AWSP) conference series. I am a registered representative of PlanMember Securities Corporation which, for over 20 years, has helped investors and their families plan and save for retirement.
Out of the office, I enjoy practicing hot yoga, gardening, traveling the world, and a wide range of recreational activities. I also find time to build furniture. My wife, Desiree, and our daughter, Margot, live in Tacoma, Washington with our two American Cocker Spaniels: Bruno and Bosley.