Ken began his four decade long career in business upon completion of his bachelor’s degree in economics from the University of Missouri at Kansas City. Through the formation of three companies and over the span of forty years, he has successfully established and administered hundreds of new retirement plans and managed millions of dollars of investment portfolios, while navigating nine major legislative changes and numerous economic financial crises.
Ken provides our company and our clients with a depth of experience developed through the time-honored method of hands-on experience. Ken has been focused on retirement planning and the preservation of assets for his clients throughout his entire career. Estate planning, life insurance, qualified plan consulting and administration, financial consulting and investment management are the interwoven threads of his experience. As an investment adviser representative, he is intimately involved with portfolio design and day-to-day investment management.