Kenneth Roberts

Ken holds a Bachelor of Science in Organizational Leadership and an MBA from Columbia Southern University.

He also earned the Accredited Wealth Management Advisor (AWMA®) designation from the American College of Financial Services. A retired U.S. Army officer, Ken takes a collaborative approach, helping clients build personalized strategies for managing, protecting, and transferring wealth with confidence. He values building meaningful relationships and providing clients with clarity and confidence in their long-term financial goals. Ken resides in Louisville, Kentucky, with his wife, Mallory, and their two children. In his spare time, he enjoys golfing, fitness, writing, and spending time with family.