After attending Ohio State University, Ken went into the insurance business with his father. He used that as a springboard to becoming a self-employed businessman in 1974, then in 1982, he received his C.E.B.A (Certifed Estate and Business Analyst) designation from the National Executive Institute in Columbus, Ohio. He has also had further training at the Philip E. Heckerling Insitute on Estate Planning at the University of Miami (Florida)
Kenneth believes in serving his business owner clients while following IRS rules and regulations in a manner that protects and grows their business and wealth. He focuses on Tax Planning, Estate Planning, Asset Preservation, and Exit Planning
Ken is a highly trained, and experienced Business, Estate, and Economic Analyst, and he wants to advise his peers in a collaborative, multidisciplinary way.
In bettering his clients’ lives as a financial advisor and a true problem solver, Ken helps steer business owners and professionals away from well-intentioned but misleading advice and plans.
He presents one client conference a year at the Hilton Columbus at Easton.
