Ken and I have been working together for more than 25 years.  Our relationship began in 1998 at Towers Perrin (Now Willis-Towers-Watson) where served institutional clients providing investment and pension financial management services.  Ken quickly rose to a leadership position among the analysts as someone I could rely on.  When I moved to Lincoln Financial Advisors/Sagemark Consulting, Ken joined me shortly thereafter and we have been working together ever since. 

At Lincoln, we built one of the industry's first wealth management platforms that integrated both planning and investing.  After that, together we helped launch Folio Dynamix (acquired by Envestnet), and formed SightLine Investments to serve wealth management clients and their advisors.   We eventually merged SightLine with Wealthcare where I assumed the role of Chief Investment Officer, and Ken became Vice President and Portfolio Manager. We continue to serve in those capacities at Wealthcare while also serving clients through MK-Wealth.

Through MK-Wealth, you get the best of both worlds: Investment expertise utilized by advisors with more than 20,000 accounts, and personalized wealth management services that leverage that expertise.  I am confident our collaborative approach can deliver the experience and results you need. 

We have the privilege of working with more than 40 energetic people tied to our affiliation with Wealthcare who represent a broad array of specialized expertise. Below are some of the individuals who are integral members of our team.