As a financial advisor since 2003, Ken believes every person has unique and specific needs based on each stage of their financial life; Accumulation, Retirement and Wealth Transfer. Ken is dedicated to educate people on the many aspects of financial planning, asset protection and wealth management while helping them develop and track their unique and specific financial plan. Ken leverages his previous experience within the financial services industry with both Edward Jones (Cañon City, CO and Daytona Beach, FL) and Wachovia Securities/Wells Fargo Advisors (Cañon City, Colorado Springs and Pueblo, CO) to help people with pre-retirement and post-retirement needs.
Ken brings an ethical and “down to earth” approach to help people with their financial planning. Currently, he holds his Series 7, 63 and 65 securities registrations with LPL Financial, as well as a Life, Accident and Health Insurance license.
Ken provides income continuation planning, wealth accumulation strategies, insurance protection planning for individuals, college planning, tax and estate planning for families, and small/medium businesses. Ken also provides business planning to include key person planning, employee benefit planning, and succession/continuation and exit planning.
Ken looks forward to meeting you by appointment, so please call today to schedule your free consultation.
Prior to his entry into the financial services industry, Ken spent 18 years in the high tech industry having worked 10 years for Compaq Computer Corp. and 2 years with Dell computers. Ken managed consultants that supported sales teams to help corporate clients architect and validate large technology plans. He received his bachelor’s degree from DeVry Institute of Technology in Electronic Engineering in 1978 and lives in Cañon City. Ken enjoys the numerous outdoor activities here in Colorado as well as spending time with his two children and grandchildren.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates. The Investment Center at Credit Union of Colorado is not a registered broker / dealer and is not affiliated with LPL Financial.
Not NCUA Insured
No Credit Union Guarantee
May Lose Value