Ken has been providing Financial Planning and Investment Advisory services for individual clients and small businesses in the Houston area for over 20 years. Prior to joining Raymond James as a Certified Financial Planner ™ Practitioner in 2009, Ken was Second Vice President of Wealth Management for Smith Barney.
Ken provides the full spectrum of Financial Planning services including Investment Management, Cash Management, Retirement Planning, Insurance Planning, Education Planning, Estate Planning, and implements, supports and advises on qualified plans for small businesses and self-employed individuals.
He is married to Mary Rooney. They are active members of Faithbridge Church, and are supporters of Young Life.
Licenses include Series 7, 63 and 65 Securities and Series 31 Managed Futures. Licensed to provide Life Insurance, Long-Term Care Insurance, and Fixed and Variable Annuities.
Raymond James is not affiliated with Faithbridge Church and Young Life.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.