Ken is a financial services veteran of over 30 years. His initial years were spent in public accounting, primarily involved in assisting clients with tax planning issues. In 1999, consulting services were expanded to include all four aspects of wealth management: (a) wealth protection; (b) wealth accumulation; (c) wealth distribution; and (d) wealth transfer.
His hometown is Virginia Beach, Virginia. He received a Bachelor's degree in Accounting from Virginia Tech and holds a CPA certificate as well as a FINRA series 6, 7, 63, and 65 securities licenses. He and his wife, Margie, have been married for 33 years. They have two sons and a daughter.
Ken's goal at Apex is simple.......to have a favorable impact on the quality of a client's life. He has noticed throughout the years that wealth management means something different to every individual. Money, the driver of wealth management, is profoundly personal and highly emotional and should be treated differently than any other product or service. As a financial service professional, he will strive to help you achieve your life goals by providing you with objective, integrated and comprehensive advice.