Kenton joined Merrill Lynch Wealth Management and The Hines Group as a Financial Advisor in 2016. Previously, he worked as an engineer, product manager and data analyst. Today, Kenton focuses on serving new and existing clients by developing goals-based financial strategies. His other priority is assisting with multigenerational wealth transfer, helping to ensure that the wealth and values of our clients continues on to future generations. Having grown up around this industry, he has seen first-hand the value that the Hines Group provides to their clients, throughout their career and well into retirement. He is a valuable resource for our team when addressing "next generation" needs and is the lead in incorporating new technology into the way we do business.
Kenton is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received his bachelor’s degree in Materials Science & Engineering from the University of Michigan and an MBA with concentrations in finance and entrepreneurship from the Kellogg School of Management at Northwestern University. Kenton also holds the Certified Plan Fiduciary Advisor® (CPFA®) and Retirement Accredited Financial Advisor (RAFA) Designations, both unique to working with corporate and institutional retirement plans.
He lives in Victor with his wife, Jessica, their two kids and dog. In their spare time, Kenton and his family like doing outdoor activities like hiking, mountain biking, snowboarding or back-yard science experiments.
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.
