About Ken
Connecting with clients isn’t just part of the job for Ken. He is proud when he’s able to work alongside his clients and their families, applying a holistic approach to wealth management and an investment philosophy to help them make financial decisions that can enhance their lives. Life planning is financial planning done well. Ken is passionate about helping you align your money with what is most important in your life and bring your dreams alive.
Education and Professional Milestones
- Indiana University - bachelor’s degree
- DePaul University - MBA
- Prior to Focus Partners Wealth, has held roles as an investment associate for UBS Financial Services Inc. and a back-office manager for an investment services company in Chicago
- Was also an internal auditor and financial analyst for a multinational public company and a practicing CPA for Altschuler, Melvoin and Glasser, serving real estate and nonprofit clients
Connecting with clients isn’t just part of the job for Ken. He is proud when he’s able to work alongside his clients and their families, applying a holistic approach to wealth management and an investment philosophy to help them make financial decisions that can enhance their lives. Life planning is financial planning done well. Ken is passionate about helping you align your money with what is most important in your life and bring your dreams alive.
Education and Professional Milestones
- Indiana University - bachelor’s degree
- DePaul University - MBA
- Prior to Focus Partners Wealth, has held roles as an investment associate for UBS Financial Services Inc. and a back-office manager for an investment services company in Chicago
- Was also an internal auditor and financial analyst for a multinational public company and a practicing CPA for Altschuler, Melvoin and Glasser, serving real estate and nonprofit clients