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Many of Ken's clients are hands-on owner-operators of their business or practice. They know the value of delegation, and they also want to fundamentally understand the merit of each financial move.

By communicating and explaining the mechanics behind legal and investment rules and regulations, Ken makes everything understandable and gives clients a voice in the planning. He works for them; his plans are custom-crafted to suit their lives and priorities by serving their needs first.


September 27, 2018

5:30p - 9:30p

Holiday Inn

Lima, Ohio Client Seminar

Educational Client Seminar.


October 25, 2018

2:00p - 6:00p

Columbus Country Club

Columbus, Ohio Client Seminar

Client Educational Seminar.

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