Ken’s name is synonymous with sophisticated tax and planning strategies for successful individuals, families, and businesses. A tax and consulting specialist with more than 25 years of experience, he combines knowledge of his clients’ personal and financial needs with the crafting of matchless solutions using wealth accumulation, retention and transfer strategies, estate and gift tax planning and analysis, merger and acquisition planning, and income tax planning and compliance.
A frequent speaker at a variety of forums in the Dallas/Fort Worth market, Ken addresses key issues relating to tax and financial planning for individuals and their businesses. “I love to help individuals develop strategies designed to achieve the results that are important to them. My favorite client feedback is, ‘Wow! You're not typical accountants.’ I know we think differently,” Ken says.
Certifications
- Certified Public Accountant (CPA), Texas
Education
- Bachelor of Music, Violin Performance, University of Cincinnati, 1971
Professional & Community Involvement
- American Institute of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants (Member)
- Texas Society of Certified Public Accountants – Dallas Chapter (Member; Past Chairman, Financial Planning Committee)
- Dallas Estate Planning Council (Advisory Board Member)
- TACA, the Dallas Arts Funding Organization (Past Chairman of the Board)
- St. Rita Catholic Community (Finance Committee)
- Dallas Symphony Orchestra (Volunteer; Committee Member)
