Ken has over 30 years of experience in the financial services industry and brings a wealth of knowledge and experience to our firm. His focus has been with high-net-worth individuals, families, trusts, and business owners, using a planning-based approach that results in unique strategies that are customized to their goals and circumstances.
Most notably, Ken was the Senior Vice President of Fidelity Investments’ top Private Access team, with clients in 48 states and two continents. He joined Strategic Capital Group in 2005 as a relationship manager and continued in that role upon its merger with Private Advisory Group in 2014.
Ken graduated with a B.S. in criminal justice administration from San Jose State University in 1984. He has also attained the designation of CFP® and continues to help clients meet their financial goals.
Ken enjoys spending time with his wife of over 30 years and is a volunteer Yellow Dot dog walker for the Nevada Humane Society and other rescue shelters. He is an avid ice hockey fan and also an Off-Ice Official for the AHL.