Our Qualifications

Ken has been working with individuals and businesses in the DFW area for over three decades.

He served as Vice President of Investments with two of the largest brokerage firms in the United States for over 20 years.  For several years, he worked with high net worth individuals for one of the top ten banks in the United States, overseeing more than $100 million in equity assets. 

Ken is well versed and skilled in designing, monitoring, and servicing complex equity and fixed income portfolios. He also focuses on helping his clients build a sound and comprehensive financial plan.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.