Ken has been in the financial services field since 2009. He started his career as a financial advisor with AXA Equitable where he obtained his Series 7 and 66 licenses, now held through LPL Financial. These licenses allow him to assist clients with securities investments including stocks, bonds, mutual funds, 529 plans and various other security instruments. As an LPL Investment Advisor Representative he can assist his clients with fee based advisory programs. He also holds insurance licenses which allow him to help clients in the areas of life insurance, long term care and annuities and estate planning strategies.
Prior to becoming a Financial Advisor, Ken spent almost 30 years in the personnel field focusing on safety, training and human resources. Ken was born in 1958. He attended the University of Louisville. He is a veteran of the U.S. Coast Guard where he performed Search & Rescue and Law Enforcement missions. He has been married to Rebecca for 19 years. He has 3 children and 5 grandchildren.
As a Wealth Advisor with WealthLine Financial Advisors, Ken’s focus is helping clients pursue financial freedom and enjoying the retirement they deserve.