Ken has been in the financial services business since 1986. His focus has been on working in the area of business succession, estate, and retirement planning strategies, as well as college funding and financial protection, including assessing the life insurance and disability income needs of individuals, professionals and business owners.
He is a member of MDRT, National Association of Insurance and Financial Advisors (NAIFA) and the Financial Industry Regulatory Authority (FINRA). He has received numerous awards for his exemplary client service and business knowledge. Company awards include Top 50, Centurion, Top Club, Presidents Council, Hallmark II, and Circle of Excellence. As a graduate of Cornell University Ken is committed to education and keeping on top of changes in the financial industry. Ken expanded his knowledge by attending classes at Harvard University and Wharton. He has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning*. Ken has served on the board of the Leukemia & Lymphoma Society and is currently working with the American Cancer Society.
As a financial professional Ken creates value for clients by looking at each customer as an individual with unique financial needs. He is committed to providing individuals, professionals and business owners with the attention necessary to help them achieve their financial goals, offering continued service as their needs change.