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Ken’s role at Advanced Capital Group (ACG ) is to bring together independent investment advisors and a team of ACG investment consultants. ACG acts as the advisor’s “back office”, equipping the advisor with innovative investment strategies and tools they can bring to their client’s defined benefit and cash balance pension plans.
A graduate of Stetson University and the University of Miami Law School, Ken has spent more than 30 years in the financial services and retirement plan arena. He has deep expertise in executive retirement plan funding, including working with CFOs and Treasurers to blend tax, insurance, financial accounting and cash flow considerations into optimal funding strategies. Ken’s career has included positions with PricewaterhouseCoopers (PwC) where he directed the firm’s national practice around nonqualified plan provider selection and management, and most recently with a national firm specializing in funding of retirement plans for senior executives.
For the past 20+ years, Ken has worked with a number of Fortune 500 companies and larger private businesses, providing consulting services around the design and funding of their executive retirement plans. Because of these experiences, he has a unique perspective on the challenges facing both the company and its key employees. It is this unique perspective that adds to his effectiveness in helping advisors partner with ACG to deliver better financial outcomes for their clients.
Ken is a Florida CPA and a member of the Florida Bar.
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