Director of Market Research
Ken served in the United States Air Force from October 1983 to October 1987, where he was a Personal Affairs Assistant, focusing on helping Air Force members with restructuring their finances. He was awarded the Air Force Achievement Medal for excellent service during his tenure. He then attended Terra State Community College from January 1988 to May 1991, graduating with an Associate Degree in Banking and Finance, earning Summa Cum Laude Honors.
In various capacities since 1994, Ken has developed investment platforms on an active management basis utilizing a fee-based approach rather than commission-based, marketed established investment platforms to advisor networks via literature, phone presentations and public speaking, has written a market research and portfolio analysis email newsletter educating advisor networks on market analysis and historical relationships. He also built analytical systems/platforms to analyze global markets for best positioning of assets within current market landscapes, served as a regular speaker at national/regional investment conferences on a fee-based, active management process, and wrote multiple in-house research papers for private audiences.
He has retained and currently holds the Series 65 Designation.
Ken and his partner Beth live in the Toledo Ohio area where he enjoys working out, being in nature, working with dogs and studying health & fitness.