Establishing meaningful, trusting client relationships is the cornerstone to Ken's retirement planning practice. His genuine and approachable style as a Financial Advisor allows him to work in tandem with his clients, understanding their core beliefs and investment experiences to foster long-lasting relationships.
Before joining the friendly and experienced team at Gentian Financial, Ken's past 13 years of career experience include working as an Investment Consultant at B.C. Ziegler and then financial advisor at New England Financial/MetLife, both in the greater Milwaukee Area. During that period he passed three exams in order to obtain his series 7, 66 & 24 licenses.
He holds the highly accredited CERTIFIED FINANCIAL PLANNER™ certification, which has afforded him in-depth knowledge of the needs individuals face both before and after retirement. This certification is one of the most respected financial planning credentials amongst consumers and recognized as excellence in personal financial planning.
Using time-tested methods of Behavioral Finance and Modern Portfolio Theory, Ken builds personalized, comprehensive financial plans that address both components of retirement planning; accumulation and distribution. Capitalizing on customized tax mitigation strategies, retirement income forecasting, distribution and estate planning, he works closely with clients to derive income from their assets, maximizing growth while minimizing tax liability. This allows passing wealth to their family and/or charitable organizations in accordance with their wishes.
"It is a humbling experience helping people create income from their life-long savings and investments to help them pursue and enjoy their passions in life," said Ken.
Ken graduated from the University of Wisconsin - Milwaukee in 2004 with a bachelor of business administration in finance. In addition to academics, Ken continues to enhance his education through the Ed Slott IRA Advisor Group and Empowered Wealth Ambassadors. He actively supports charitable organizations including membership at Lumen Christi Catholic Church and COA Youth and Family Centers.
Ken lives in Mequon with his wife, Sarah, and children, Adriana, Parker, Isabella and Asher. In his free time, he enjoys golfing, lawn care, woodworking, playing basketball and spending quality time with his family.
Raymond James is not affiliated with any organizations mentioned.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.