Although his primary focus is on investment management, his roots lie in over 40 years of retirement and tax planning. Because of his diverse training and his desire to educate his clients, Ken is passionate about providing a holistic approach to financial planning. He incorporates this philosophy into his practice by being a patient, active listener. He then develops customized financial plans and investment strategies, incorporating of all of the financial areas of tax planning, investment allocation, insurance planning and risk management, cash flow planning and budgeting.
Prior to joining the IFS Group in 2023 with his son Andy, Ken was the founding member of Bridgeport Wealth Management and owned an accounting practice, providing tax and investment management services. Ken began his college career thinking he wanted to be a professional musician and holds a Bachelors of Arts degree in Music Performance from Lebanon Valley College. While at Lebanon Valley, he decided on a career in accounting and became licensed as a Certified Public Accountant in 1983 while practicing with his father who is also a CPA.
In 1987, he became a CERTIFIED FINANCIAL PLANNERTM professional, and shortly thereafter, acquired his securities registrations (currently held through LPL Financial) and insurance licenses. Ken is a member of the AICPA and PICPA.
Ken has been a lifelong resident of Camp Hill where he resides with his wife Susan. They have two adult sons. Over the years, he has been very active in many local non-profit and social organizations. Ken loves to play music, ski and play golf.