Ken is a Co-Founder of the Skylight Special Needs Planning Team. As a Special Care Planner, Ken has made a commitment to deliver solutions to families, businesses and organizations with a focus on their special needs.
As a Financial Planner, Ken's objective is to help clients reach their financial goals using comprehensive, integrated financial planning. In addition to those with special needs, Ken's practice includes working with executives, professionals, and business owners. He is a graduate of Syracuse University with a degree in Business Administration. Ken has been a featured speaker at the World Congress on Disabilities, the State of Ohio Pliskin Institute (Ohio's premier advanced estate planning institute), the State of Ohio Topical Conference and the Cleveland Jewish Federation Charitable Tax Seminar, as well as at numerous Special Care Planning seminars throughout Northeast Ohio. He serves on the Board of Directors for the Up Side of Downs and the Achievement Centers for Children, and regularly volunteers with the Autism Society of Greater Cleveland and Autism Speaks. Ken currently serves as Vice President for the Michael Carter Foundation. He lives in Broadview Heights with his wife Sally and their two college-aged children, Michael and Rachel, along with their rescue dog, Sadie.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies