KAIZEN WEALTH ADVISORS - Key Persons

Clients rely on Ken to always look out for their best interests. He serves clients by offering a comprehensive approach to wealth management. Clients can count on Ken to be their primary point of contact for their investment management, planning process and insurance solutions and to be their liaison with other resources such as CPAs and estate planning attorneys. Educational Background B.S. in Business Administration with emphasis in Accounting, 1993, University of Nebraska, Lincoln, Nebraska Passed Certified Public Accountant examination, 1995 Passed Series 6, 7, 63, 65 securities exams and insurance licensed Merrill Lynch Training Academy, 1995-1997 and Salomon Smith Barney Practice Development Center, 1999 Specialized training in comprehensive financial planning and wealth management for high net-worth clients in addition to advanced sales skills development Certified Financial Planner™ certificate holder with active registration Experience Financial Consultant, Merrill Lynch, 1996-1998. Provided asset, liability and insurance management to over 100 client households Financial Consultant, Salomon Smith Barney, 1998-2003. Provided financial relationship management to over 150 clients and acted as an advisor to the 500+ local employees of a public company who required expertise in exercising options and in wealth building and preservation Engaged in cooperative education events with CPAs, estate planning attorneys, portfolio managers and other professionals Integrated multiple financial services for clients by working closely with their CPA and attorney Wealth Advisor, Orizon Investment Counsel, 2003-2007.