As a thirty six year veteran of the financial service industry, Ken has built his career on three principles: putting his client’s interest first, providing exceptional service and taking an integrated approach to investment planning. His investment experience includes previous tenures with Lehman Bros., Prudential Securities, Drexel Burnham Lambert and several regional brokerage firms. Ken focuses on working closely with his clients, particularly high net worth individuals and families, to create a wealth accumulation/preservation plan unique to each client. He holds his Series 1, 5, 31, 63 and 65 securities licenses, as well as Life, Accident and Health Insurance certificates.
Ken graduated from Clemson University with a B.S. in Chemical Engineering and an M.S. in Industrial Management. He and his wife, Natalie, have two sons and three grandchildren. They live in Lakewood, Colorado and Grand Lake, Colorado with interests including woodworking, motor sports, fishing and hiking.
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