Ken leads the Beyond Wealth Partners Team’s effort to provide exceptional portfolio management and financial planning services for our diverse clientele. With 25 years of experience in the financial services industry, he is knowledgeable and experienced in comprehensive wealth and investment management strategies.
Ken began his career in investments in 1994 when he joined Dean Witter (later acquired by Morgan Stanley) at the suggestion of his own financial advisor. He served as the retirement planning specialist for the Los Angeles office. Ken moved his advisory business to Crowell, Weedon & Co. in 2004 (later acquired by D.A. Davidson) and was asked to become a partner in 2006. As a senior vice president and member of the firm’s Chairman’s Council, Ken served on a small team providing financial advisor input to the firm’s senior executives. In an effort to upgrade his team’s ability to serve clients, he did an extensive due diligence study of the industry to determine which firm provided the most client and advisor friendly platform. His team made the move to Raymond James and Associates in early 2017.
Before entering the financial service industry Ken worked for 11 years at Enterprise Rent-A-Car in Los Angeles serving in a variety of management roles and completing his tenure as a regional vice president. Ken graduated from Loyola Marymount University with a degree in history prior to embarking on his business career.
In his spare time, Ken plays tennis and hikes in the Hollywood Hills where he lives with his wife Gail and (too often) one of their adult children.