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About Ken



For over 35 years Ken has helped families, business owners, and qualified plan fiduciaries meet their financial objectives and responsibilities.


Ken is a Certified Public Accountant (CPA) , a Certified Investment Management Consultant (CIMC), Series 7 General and 63 State Securities Licensed, Series 24 Principal Licensed and Series 65 Investment Advisor Licensed. He is also insurance licensed in

several States.


Ken graduated with a B.A. in Business Administration from Seattle Pacific University in 1974. Shortly thereafter he joined the international CPA firm of Ernst and Ernst (now Ernst & Young). He began his career as an investment professional in 1984.

Ken offers a wide range of investment and financial advisory services to individuals, families, and sponsors of participant directed 401(k) profit sharing and pooled retirement plans.


Ken has been an active member in Rotary International since 1985 and has chaired numerous committees and served several terms on the Board of Directors.

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