Ken started off by chasing a career in professional hockey but found that his true gift was in designing protected financial strategies for those in or near retirement.
Ken is a platform speaker and has spoken to over 500,000 people throughout his career. He has been described as a dynamic communicator with the ability to explain complex financial strategies in an easy to understand program. His uniqueness landed him a spot as the main host on Money Talks, a nationally syndicated radio show which he hosted for 10 years. With his skill creating unique investment, tax, trust, and estate planning strategies, Ken holds numerous copyrights and trademarks on programs to help people create reoccurring lifetime income.
Ken has had numerous appearances on Fox News, MSNBC, ABC, Fox Business and other national business television programs. He has been quoted, interviewed or written for the Wall Street Journal, Forbes, Retirement Planner Magazine, Bankrate.com and many others. Ken is proud to have been awarded the Five Star Wealth Manager award (twice) and the America's Select Financial Planners Award. He is also a proud member of the National Ethics Bureau.
In 2006, Ken wrote his first book titled "Live Rich Stay Wealthy, For Women Only". His second book, released in 2016, is titled "Live Rich Stay Wealthy, Total Retirement Freedom".
Born in Cleveland, OH, he started his practice in Buffalo, NY. He eventually opened a second practice in Sarasota, FL which expanded to Beverly Hills, CA. Ken now lives in Las Vegas, NV with his wife and their three children Thomas, Anthony and Avelle. He enjoys being a competitive athlete and is involved in various charities that focus on displaced and homeless children.
Daughter of a US Air Force family stationed overseas, Julie was born in Ely, England about an hour outside of London. Her family moved to the United States when she was 6 years old.
Wanting to pursue a career in the securities business, in 2001 she was offered a position at Morgan Stanley. She turned this offer down because she wanted to take a different financial services path and have time with her young son. That year she started with Integrated Asset Management in the Operations Department. Shortly afterwards, she was lured away by a large health club chain as the Operations Manager. In 2006, she teamed back up with Integrated Asset Management to serve as the Chief Operations Officer.
During this time she helped co-author the book "Live Rich Stay Wealthy" and helped create a marketing plan that sold twenty-five thousand books in the first 90 days.
Julie is a wife and mother of two sons and a six year old daughter. In addition to spending as much time as possible with her family, she enjoys going to the gym, writing, Pilates, running, painting, ceramics, crocheting, knitting, cooking and reading.