Client Services Coordinator
Ken has over five years of industry experience including stints at Merrill Lynch and Western Asset Management. He manages the firm's internal operations, technology suite, and marketing campaigns, as well as assisting the advisory team with proposals and portfolio analysis.
Ken comes from a diverse background in financial services, including work with startups. He holds an MBA from Chapman University’s Argyros School of Business & Economics and is a member of the Financial Planning Association. In his spare time, Ken enjoys hiking with his dog Barrett, fishing, and watching Formula 1.