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Ken focuses his practice and personal attention on helping clients achieve their life goals through successful financial strategies. He knows that enjoying special activities and events, sending kids to college, funding retirement, supporting favorite charities, helping aging parents and leaving a nest egg to future generations are life events that challenge investment portfolios. He believes that through proper asset allocation and diversification, investments can support the realization of one’s life vision.
After a successful career in brand management, including his work for Coca-Cola Foods and Borden, Inc., Ken changed careers, joining Piper Jaffray, Inc. in 1997. Ken moved his practice to Umpqua Investments in 2006. Ken holds an AAMS certification and maintains his Series 7 and 66 licenses. He is also life and health insurance licensed in Oregon and Washington.
Ken holds a Bachelor of Science and a Master of Business Administartion from Arizona State University.
Ken and his wife, Margaret, have been married 37 years and enjoy golf, snow skiing, camping and water skiing; in addition to spending time with their son Ken III and granddaughter Avery.