CPA, CFP®, Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
Ken is a CERTIFIED PUBLIC ACCOUNTANT and CERTIFIED FINANCIAL PLANNER™ professional with 25 years of tax and personal financial planning experience, including estate planning.
His strong technical background began with a Bachelor’s degree in Accounting from Bethany College and includes experience at PricewaterhouseCoopers. His expertise lies in his ability to assess a client’s financial picture and identify critical issues that must be addressed to meet the client’s desired goals.
Ken lives with his wife and children in St. Stephen, Minn. He enjoys spending the weekends “up north” and is an avid golfer and hunter.