As founder of Haycraft Wealth Management, Ken is responsible for providing strategic direction and leading his practice’s financial planning and business development efforts. He is also very much involved in providing wealth management and strategic advice directly to his clients and prospective clients.
For Ken, it’s all about people and the relationship – and his servant leadership style resonates with clients and prospects. His empathy and openness helps put his clients at ease, and his curiosity and love of people fuels his desire to seek out ideas to help manage and preserve his clients’ wealth.
Ken goes through a thorough discovery process with new clients but does not have canned conversations. He developed his trademarked 13 7 Freedom™ process for clients seeking a disciplined, thorough and comprehensive approach to managing and preserving their wealth.
Ken holds several key professional credentials that help him serve the specific and complex needs of his clients. He is a Certified Financial Planner™ professional, Certified Wealth Strategist®, Chartered Financial Consultant®, Chartered Life Underwriter®, Accredited Investment Fiduciary®, Accredited Estate Planner® and Chartered Advisor in Philanthropy®. He holds Series 7, 8, 63 and 65 securities licenses.
His practice got its start in the services community, with his initial clients being military officers, doctors, and family wealth stewards. His client roster expanded in scope to officers who went on to successful professional careers and business entrepreneurs who view themselves as servant leaders out to make the world a better place. This legacy ignited Ken’s purpose to be “Always in Service.”
Military service is a proud tradition in Ken’s family, going back generations. Both his father and grandfather served in the U.S. Army and retired as full-bird colonels. Ken served in the U.S. Army and was an officer,1st lieutenant. Ken’s son, CJ, is an armor officer with the 1st Armored Division stationed in South Korea. The family legacy goes all the way back to Samuel Haycraft, a Kentucky pioneer who came down the Ohio River after serving in the U.S. Army during the Revolutionary War.
Ken provides comprehensive wealth management planning and advice. He leverages the significant leadership experience he gained in the Army with his 29-plus years of investing knowledge to provide strategic direction to his clients in essential areas such as financial planning, portfolio development, investment management and planning for the distribution of wealth in the most tax-advantaged way.
He has extensive experience advising active duty and retired military officers as well as high-net-worth civilians and families to help them preserve what they’ve earned and plan for the future.
He strongly believes his service experience brings discipline, high levels of service, transparency and client access to his practice. Every client is provided his personal cell phone number.
Whether it’s the service experience he provides, the understanding of his clients that he brings to the table or the responsibility of his duty that he communicates, Ken knows how to connect with the shared mindset and outlook of those who serve or have served in some capacity.
Ken’s career in the financial services industry spans nearly three decades. He joined Raymond James in 2019, drawn by the firm’s emphasis on financial planning and its client-centric, conservative and prudent culture. Previously, he was a senior wealth manager at USAA Wealth Management, where he handled all aspects of client acquisition and management in multigenerational wealth planning. Earlier in his career, he was a financial advisor at J.P. Morgan Chase, Merrill Lynch and Charles Schwab, where he first began his financial career in 1993.
Ken received his bachelor’s degree in public administration and his MBA from George Mason University, as well as a Master of Science in financial services from the American College of Financial Services. After college, Ken served for four years in the Army, leading a team of 34 soldiers in the 2nd Armored Cavalry Regiment, where they performed border patrols along the Iron Curtain near the end of the Cold War.
Ken has been active in his community throughout his career. He is a member of the Bowling Green “Noon” Rotary Club, an ambassador for the Bowling Green Chamber of Commerce, and a current member of the Sierra Club and The Nature Conservatory. He also supports Habitat for Humanity of Bowling Green/Warren County, The Historic RailPark and the Fischer House Foundation.
Growing up in a military family, Ken moved around a lot. He was born in Germany, lived in Copenhagen on and off, and relocated 21 times by the time he finished high school. In 1989, after serving in the U.S. Army as a first lieutenant in West Germany, Ken began graduate school back in the U.S.
He then formally started his career as a financial advisor with Charles Schwab. In 2007, Ken joined USAA, where he worked as a senior wealth manager, covering all aspects of client acquisition and management in multigenerational wealth planning, managing $700 million in client relationships with $300 million of that under management until he joined Raymond James’ Scottsdale office in 2019.
In the spring of 2022, Ken moved to Nashville, Tennessee, from Bowling Green, Kentucky, with his wife, Anne McKee, a retired academic librarian and consortium program officer who worked in the nonprofit world for her whole career. They have a son, CJ, a U.S. Army officer, and a daughter, Grace, a college student. In his free time, Ken enjoys gardening, hiking, scull rowing and travel. He is also a foodie who always enjoys a good meal.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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.