Ken specializes in client-focused financial services and financial goal analysis. He utilizes strategic partnerships with a team of financial planners, estate attorneys, and business consultants. This allows him to be professionally relevant and personably present in the lives of all of his clients. He and his team develop comprehensive financial plans and solutions for entrepreneurs, motivated professionals, and families who seek a higher degree of confidence in their financial future.
Ken earned his bachelor’s degree in Finance from the Darla Moore School of Business at The University of South Carolina in 2014. During his senior year, he worked as a full-time advisor-in-training for a financial planning firm and was recognized by his alma matter in 2015 as a distinguished young alumnus by the Darla Moore School of Business. Since then, Ken has continued to build a robust financial planning practice and enjoys the trust and responsibility that comes with keeping his clients’ best interests in mind.
Ken and his wife Martha live in the Beverly Woods neighborhood of Charlotte, NC, and are active in the lives of their family and friends. They love music, tennis and weekend trips to the beach and mountains. Ken serves on the board of The Charlotte Young Professionals and is a mentor through Big Brothers Big Sisters of Charlotte. Ken’s primary hobby is philanthropic event planning. He feels passionate about giving back in creative ways and has hosted six charity benefit concerts in the Carolinas since 2016, raising over $150K for various causes with the support of local and national music acts. Ken is an avid supporter of the Carolina Panthers and South Carolina Gamecocks.