Ken has almost 40 years of experience in financial planning. He began his career in 1986 and has a true passion for helping his clients improve their situation and add certainty to their income planning. He helps business owners, professionals, and individuals develop and implement plans for retirement security helping them accumulate and safely build wealth.

Ken has earned the (CLU) Certified Life Underwriter, (ChFC) Chartered Financial Consultant and has his (CLTC) Certified in Long-Term Care designations. Ken has been active in the local community, formerly on the board of the Bala Cynwyd Public Library, Beth Am Israel in Penn Valley, and was past President of the Rotary Club of the Lower Main Line. He has been a member of the National Association of Insurance and Financial Advisors (NAIFA) for over 30 years.

Ken is a graduate of the University of Pennsylvania with an individualized major in American Economic History. In his free time, he enjoys bike riding, attending the theatre, writing, and traveling. He currently resides in Pennsylvania with his wife of 36 years, Jeanne. Together, they have two children both currently finishing graduate school.