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Celebrating 25 years in Financial Services

This year marks the 25th year in financial services for Ken and Stephanie, both starting financial careers in 1993.  Over the years we have been fortunate for great opportunites to gain experience learning, advising, managing, hiring, training, speaking, writing, consulting and collaborating with some of the best companies and individuals in the industry.  We have seen a great deal of change in the financial services industry over the years and look forward to what the future will bring as we serve our clients and continue to grow and evolve to meet changing needs.  Thank you to our clients for many successful years.  We know you have a choice.  Thanks for choosing us.