Small Business Management
About the Financial Advisor
Ken believes the process of investment and wealth management begins by understanding a client’s current and future aspirations. Then, he proceeds to the development and implementation of a plan to pursue his client’s goals.
Ken focuses on serving individuals, families, and small businesses in Bloomington, MN.
He serves clients by providing them with investment, tax, and accounting advice.
Education and Designations
- University of Wisconsin-Madison, Bachelor’s Degree, Business Administration
- CFP® – CERTIFIED FINANCIAL PLANNER™
- CPA – Certified Public Accountant
Ken and his wife, Debra, have been married for over 25 years. They have two adult daughters.