After spending 21 years in the Marine Corps defending his country, Ken Catledge embarked upon his career in the financial services industry, graduating with his first designation as a Fraternal Insurance Counsellor Fellow (FICF) in 2005. He quickly discovered that working as a financial advisor tapped into the core values that he had dedicated his life to: integrity, trust, and service. He quickly expanded his education, adding a second designation as a Life Underwriter Training Council Fellow (LUTCF) and a third designation as a Retirement Income Certifed Professional® (RICP®) in quick succession.
Ken believes that a meaningful client-advisor relationship must be founded on interpersonal communication and exceptional customer service. He treasures the opportunity to get to know his clients over years of partnership, and to celebrate with them as they hit the major life accomplishments: buying their first home, expanding their family, and putting their hard-earned money to work to enjoy a fruitful retirement. He is excited to put his experience to work helping more families pursue financial stability!
As an Independent Financial Advisor, Ken will learn what makes you unique, and work with you to tailor solutions based on your financial goals.