“You’re never wrong to do the right thing.” – Mark Twain
With 28 years in the financial services industry, Ken offers extensive experience to clients in comprehensive financial services, specializing in business pension and retirement planning, retirement income planning and production as well as family generational planning and trust management. He takes great pride in helping individuals and families pursue their goals by planning strategically for the future and managing their assets based on their goals and risk tolerance.
Before joining Raymond James in February 2009, Ken worked at Smith Barney and earned his degree from St. Edwards University.
Ken enjoys staying active in his community and acting as a local resource for existing clients as well as those new to the area. He is a former chairman of the Greater Toms River Chamber of Commerce. Ken is also a member of the Harmony Lodge of Free and Accepted Masons, a past member of the Ocean County Business Advisory Board and Jersey Shore Business Network and was an honorary commander of the Joint Base McGuire-Dix-Lakehurst from 2010 to 2014.
Originally form Brooklyn, New York, Ken and his wife live in Leesburg, Florida, and have five children and six grandchildren.