Ken holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., and has been with Merrill since 2000. Ken provides personalized wealth planning and investment management for individuals and families. This includes understanding all aspects of a client's life, assisting them in making proper investment decisions, and providing ongoing management of client retirement and education savings.
Ken also works with businesses to implement and manage retirement plan services that are best suited for the specific business type. This includes the 401k, Simple Plan, and SEP.
In his free time, Ken enjoys spending time with his wife, Pamela, and three children, Lindsey, Cailen and Anika. His hobbies include hockey, golf, fishing, water-skiing, and hanging out at the lake with family and friends.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
