Meet your Coaches
Financial Coach & Financial Advisor
With proven industry-specific experience and strong dedication to public service, I have helped hundreds of clients build, monitor and protect their money through all types of economic conditions and life events. Combining advanced knowledge of financial best practices, patience, empathy and active listening skills, we serve as unbiased advocates—always advising based on our clients’ best interests.
Master Coach & Retired Investment Advisor
As a retired investment advisor with over 20 years of experience, Ken has implemented a holistic approach to personal finance and is providing an experience that far exceeds expectation, helping you build real and lasting wealth with his personal finance online courses and personal coaching.