“Am I going to be okay?”
This question gets at the heart of what most clients want to know – it’s also the reason I chose to be an advisor. Over my 20 years in financial services, I have led teams and managed portfolios, worked side-by-side with executives and clients all with the aim of making informed and intentional decisions that lead to better outcomes. I came to Benjamin F. Edwards to return to my client-facing roots and discover purpose in coming alongside others and guiding them toward a financial confidence that answers our opening question with an emphatic “yes!”
I find that many investors spend far too much time thinking about things they can’t control and get distracted from the steps they could be taking to improve. That’s why I guide clients through a disciplined planning and investment process that focuses on maximizing the elements of their financial lives that are within their control while evaluating, managing, or mitigating the factors that are not.
Surrounded by a group of talented individuals, I enjoy breaking down complex topics to clients in a way that’s easy to understand and empowers them to take action. My team leans on years of experience as we employ a truly team-based approach where our priority is making sure our clients receive great advice inside of a world-class experience that puts their best interests and success as our top priority. Thank you for the opportunity to serve you and earn your trust.
Education and Credentials
Ken graduated from Trinity Christian College in Palos Heights with a Bachelor of Science degree in Business Administration and a minor in Information Systems. Ken is a CFA charterholder and a CFP® professional.
Ken and his wife Brenda live in Wheaton along with their four children. He enjoys being outdoors camping with his family, riding his bike or playing golf. Ken currently serves as a member of the Elder Board at Glen Ellyn Bible Church and on the Board of Trustees at Trinity Christian College.