Over his 20 years in financial services, Ken has led teams and managed portfolios, working side-by-side with executives and clients all with the aim of making informed and intentional decisions that lead to better outcomes. He came to Benjamin F. Edwards to return to his client-facing roots and discover purpose in coming alongside others and guiding them toward financial confidence using a planning-centric approach.
Ken is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree from Trinity Christian College.
Ken lives locally in Wheaton with his wife Brenda and four children. Outside the office, he enjoys being outdoors camping with his family, riding his bike, or playing golf.
What is a CFA?
A Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute, formerly the Association of Investment Management and Research (AIMR), that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas, such as accounting, economics, ethics, money management, and security analysis.
WHAT IS A CFP®?
A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.