Ken has dedicated over 40 years to guiding families, business owners, and fiduciaries in achieving their financial goals. As a Certified Public Accountant (CPA) and Certified Investment Management Consultant (CIMC), he holds several licenses, including Series 7, 63, 24, and 65, along with insurance licenses in multiple states. After earning his B.A. in Business Administration from Seattle Pacific University in 1974, Ken began his career at Ernst and Ernst (now Ernst & Young) and ventured into investment management in 1984. He offers a wide range of investment and financial advisory, specializing in helping individuals, families, and sponsors of participant-directed 401(k) profit-sharing and pooled retirement plans, while actively participating in Rotary International since 1985.