Ken has been a comprehensive fee-based financial planner since entering the industry in 1999. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, concentrating on an integrated analysis of financial independence, estate planning, charitable giving techniques, investment management, business succession planning, corporate fringe benefits planning, tax reduction strategies, and personal / corporate risk management. He uses his knowledge, experience, and sophisticated support systems to determine the appropriate financial strategies for all clients, including business owners, executives, and retirees.
Ken possesses excellent listening skills and understands that he cannot begin to design an effective achievable plan of action until he knows his clients' needs and wishes.
Furthermore, he has the ability to communicate complex concepts simply, and takes personal pride in facilitating discussions that allow his clients to reach their own solution pathways after being given full disclosure of the benefits and consequences of each alternative. Ken's experience, active involvement in the industry, and continuing education provide a mechanism for the development of creative and practical strategies for all situations. His forthrightness and integrity lead his communication at all times.
Ken has been consistently recognized for his advanced levels of service and production. He has been a President's Cabinet* Member (2011-present) and member (2005-present) of Sagemark Consulting Private Wealth Services**, a division of Lincoln Financial Advisors. Ken is also an invited member of The Resource Group, which is made up of an organization of Lincoln Financial Advisor's top 200 advisors nationally. This network of financial planners allows Ken access to sophisticated solutions and education, and these resources provide personal legacy changing solutions and techniques.
Ken is actively involved in a number of local organizations, including the Knoxville Estate Planning Council and The Legacy Centre. Ken earned a Bachelor of Science degree in 1992 from the University of Tennessee. He is an Investment Advisor Representative, holds Series 7 and 66 licenses, and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2002.
*LFN President's Cabinet member, which is an internal award is based on sales as well as good standing with the firm and FINRA.
**Sagemark Private Wealth Services is an internal Lincoln Financial Network organization of top planners