Designations and Licenses

Ken is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent with the IRS.

Experience and Education

Ken provides personalized wealth management solutions to individuals, families to help clients’ meet their long-term objectives and cash flow needs. He also provides integrated recommendations that include tax and estate planning, risk management and retirement planning.

Ken began his financial services career in 2007. Prior to joining Mariner, he worked for a local tax and investment firm where he combined his investment and tax knowledge by preparing and reviewing tax returns ranging from a simple individual (1040) to complex business (1065,1120,1120-S) tax returns. He consulted with business owners regarding entity formation and tax mitigation strategies.

Ken has a bachelor’s degree in business management from Western Governors University.

Personal Interests

Ken enjoys woodworking, playing guitar and piano, and golfing.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.