Best Part of My Job
Ken joined Cornerstone Advisors in 1994. As President and Chief Client Relationship Officer, Ken has the privilege of providing strategic leadership to a highly-skilled team of advisors who consistently meet and exceed the expectations of our clients. He enjoys bringing together teams of skilled individuals who work in tandem to create satisfying outcomes for our clients and their families.
Three Words That Best Describe Me
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Collaborative
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Compassionate
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Dedicated
My Clients Include
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Wealthy individuals and families with complex financial needs
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Senior executives and families who have built wealth through concentrated asset exposure
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Families with multi-generational wealth
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Trusts, Family Partnerships, Private Foundations, Endowments and their respective beneficiaries
Practice Emphasis
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The design of customized portfolios comprised of complementary assets, with an emphasis on complex multi-generational portfolios, trusts, and private foundations
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Concentrated stock and stock option diversification strategies
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Senior level counsel on wealth transfer strategies
Ongoing Results
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Designed portfolios and managed investment assets to meet the needs of affluent families
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Directed successful generational wealth succession strategies for families, and coordinated complex estate planning techniques
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Negotiated new and transitioning executive compensation packages, including stock option planning, deferred compensation elections, and cash flow planning
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Aided in the re-design of a Generation Skipping Trust to establish cash flow consistency for the current income beneficiary while also addressing the investment objectives of the remaindermen beneficiaries with competing financial goals
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Planned and coordinated tax strategies within the context of portfolio management
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Facilitated property settlement in divorce
Education
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Seattle Pacific University, BA in Finance, Magna Cum Laude
Ken was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2007, 2008, 2009 and 2010 an annual honor bestowed upon select Seattle wealth managers.
Where To Find Ken When He Is Not At Work
Ken enjoys spending quality time with his family, and can often be found coaching soccer, hiking, or in the mountains. He also enjoys tennis, cooking, and listening to music.
The Cornerstones of Ken's Life: His faith, family and friends.
Best Part of My Job