During his senior year at John Caroll University while pursuing a degree in Finance, Ken was recruited for a position at Northwestern Mutual. After graduation in 2004, Ken joined as a Financial Representative focused on investment and insurance needs. Soon after, he was appointed to Field Director, a position in which he oversaw the development and training of new financial representatives and interns, along with running his own practice. During his time with Northwestern Mutual, Ken helped to open the Cranberry office in 2012. Now the Managing Director of the Cranberry Office, Ken oversees the whole office while helping to recruit, retain and share his knowledge and provide guidance about the investment and insurance industry.

Ken has his Chartered Life Underwriter (CLU) designation, along with his Chartered Special Needs Consultant (ChSNC) designation, making him one of few across that country who has expertise in this field.  He is passionate about Special Needs Planning as his brother, Nick, has Spinal Muscular Atrophy (SMA). This planning hits home with him personally and he wants to share his experiences and knowledge with others. 

Ken won both the Bronze Award and the Pacesetter 40 Award during his first few years at Northwestern Mutual. In 2012 and 2015, Ken was awarded #1 Field Director in his category for Eastern Regional year (Dec.-Nov.). He was also named #2 Field Director in his category companywide for the 2012 calendar year.

Firm Description

Caring for a loved one with special needs can present unique challenges. We'll help you put a plan in place to do the things that are important to your family today, and every day after.

Making sure your loved one with special needs is taken care of is our Chartered Special Needs Consultants' (ChSNC®) specialty.1 They'll answer the questions you have, and the ones you never knew you had—helping you design a plan so you can make informed decisions, know the right steps to take and when to take them, and provide the highest possible quality of life for your family.

Our advisors have the specialized skills needed to help you navigate the unique considerations that come with caring for a loved one with special needs. They'll assemble the right team that may include experts in law, social services, and more to help with:

• Estate planning
• Special needs trusts
• Life insurance
• Tax deductions
• Healthcare issues
• Medicaid complexities

Hours

Cost