Ken is an Investment Advisor and Financial Services Representative with over 20 years in the Financial Services Industry. Kens philosophy is simple – help clients build, protect and sustain wealth throughout their lifetime. Ken delivers quality, objective and holistic solutions. His focus is to build long term, synergistic relationships. This process leads to unique solutions tailored specifically to each client’s individual needs. He specializes in retirement income planning, legacy planning, and protection products. He strives to provide exemplary service and unparalleled guidance for every single client
Prior to joining Fortis Lux Financial, Ken was a Senior Wealth Management Advisor for TIAA-CREF for 18 years. He helped found this group which serves high net worth clients in the academic, medical and cultural fields. Ken holds a Bachelor of Business Administration (BBA) from the City University of New York – Baruch College with a major in Industrial/Organizational Psychology. He also maintains Series 6, 7, 63, 66 licenses as well as Life, Accident and Health insurance licenses. He is also an active member of the Financial Planning Association of NY.
Ken lives in Staten Island with his wife Jeanine and daughter Caitlin. Ken enjoys sports, history and spending time with family.