Ken is FGP’s Investment Specialist who joined the firm in 2004 after working with ING Financial Partners for three years. He also served six years active duty in the US Air Force and 16 in the Reserves, retiring in 2007. Prior to entering the financial service industry, he specialized in training adults in computer software applications, both as an instructor and later an operations manager.
Ken says he uses his adult educational approach when working with clients. “During the planning process we feel that we are educating the client to make informed decisions,” he added. “We don’t dictate what you must do, we work together to ensure that every financial decision is based on what is the most efficient use of the money that is already being used in their current financial decisions.” This is done by analyzing 19 different areas of your financial life for their efficiency and effectiveness.
When working with clients our goals are to help:
- Create the maximum amount of wealth and benefits possible.
- Give you the right to SPEND and ENJOYthe maximum without the fear of running out.
- Allow you to pass on your wealth to whom you choose.
- Ensure the plan works no matter what.
- Do all of this with no additional out-of-pocket cash flow.
Ken holds his RICP® (Retired Income Certified Professional) designation and is also a ChFEBC® (Chartered Federal Employee Benefits Consultant. He was voted Loudoun County VA’s favorite Financial Advisor in 2017 and 2019.
Ken and his wife adopted four children (now ages 13, 15, 17, and 18) from Poland in 2015, and says, “We had to learn to be parents on the fly.”