Choice Investment Services Information

Ken was born in the small town of Mariah Hill, Indiana, the 6th of eight children. He grew up knowing the value of family and hard work. Times were not always easy in their small farmhouse with the limited income of their father. After college, Ken realized his ambition to help families achieve greater financial security. His career in the financial industry began in 1983 as a licensed insurance agent. Over time, he felt his clients would be better served by working independently. He diversified into employee benefits, including 401k and other retirement plans. He started the business Choice Benefits Plans to specialize in this. From there, he found clients sought his advice on other investment and planning strategies. Thus, the transition to Choice Investment Services took place. In his 35 plus years in the financial and investment industry, Ken has continued to evolve to meet the needs of his clients. He has also sought advanced education to stay abreast of the best tools, strategies, and regulations impacting these clients. He is a Certified Life Underwriter and Charter Financial Consultant. These designations CLU® and ChFC® were earned thru the American College in Bryn Mawr PA. Ken holds FINRA Series 6, 7, 66 and 24 registrations thru Commonwealth Financial Network® Ken also has established relationships with other advisors, including CPAs and Trust/Wealth Attorneys to assist clients in their overall needs. He partnered with Commonwealth Financial Network in 2018 after an extensive search for the BEST in client-focused and adviser focused broker dealers. According to Ken, the most rewarding part of his work is helping clients throughout the many phases of their lives. Ive been privileged to help entire familiesfrom generation to generationwitnessing lifes special moments, and helping plan from birth, to college, to marriage, starting/selling businesses, to estates planning and trust formations. I consider my clients faith in me a special covenant. In his spare time, Ken and his wife of 34 years, Lauren, ...