Ken joined HB Wealth in January 2025 after working with WMS Partners for 12 years in the Funds Department and Investment Operations. He manages a team of two, whose responsibilities include client invoicing, cashiering, capital call coordination, client check deposits, client bill pay, and servicing client lottery and structured settlement payments.
Ken earned his Bachelor’s degree in Business Administration with a concentration in Finance from Cal Poly Pomona.
In his spare time, Ken enjoys spending time with his friends, family, and orange tabby cat. He is a sports nut who roots unapologetically for the local Baltimore sports teams.