Education and Experience
Ken's career in the financial services industry began over 30 years ago as a financial planner, gaining 8 years of valuable training and experience working for a large financial corporation. Ken earned his Certified Financial Planner designation in 1992. He spent more than a decade working in upper level management for American Express, honing his skills and acquiring an extensive knowledge of investment products and services and planning strategies. He continued to hone his investment acumen with a 6-year stint as the Investment Specialist at New England Securities and 14 years as Branch Manager with Wall Street Financial Group. Currently, Ken is an independent CFP affiliated with Securities America as his Broker Dealer.
In his community, Ken was treasurer of a non-profit organization dedicated to restoring dilapidated houses into livable homes for families in need. He served on the Board of Directors of the local Financial Planning Association. Currently, Ken serves as Treasurer for SIS (Sustain Inspire Survive) which gives financial support to women in need who are going through breast cancer treatment. At home, he loves spending time with his wife and family - for they are his most important investment. At work, he focuses on your financial needs and goals.