I love helping people change their lives.

Ken spent 2 years in Europe with the US Army before studying Economics at College of Charleston. During his college tenure, he was the College of Charleston’s top-ranked chess player and was the Chess Club President. Ken was recalled to Active Duty 3 times during college years. He finished his service as a Military Intelligence Analyst at the rank of Sergeant with 8 years of Active Duty and Reserve time. Ken has worked in the Investment Banking Industry for 26 years. He has worked as a Financial Advisor for Merrill Lynch, UBS, Wells Fargo and now as an Independent Financial Advisor through LPL Financial. He and his wife, Jee Youn, make their home in West Ashley. Their 17-year-old son, Grant, plays club soccer for James Island Youth Soccer Club and Varsity Soccer for West Ashley High School.

Ken’s family supports Wildlife Conservation causes, Veteran’s issues, and Children’s charities. ** 

Kaitlyn was born and raised in Grand Rapids, MI. After 29 years in the cold, she moved to Charleston, SC, which was a lifelong dream. She was formerly a Certified Child Life Specialist and worked in a pediatric hospital located in Grand Rapids. There she counseled children through difficult procedures in an emergency department, as well as hematology and oncology departments. She brings her compassion, enthusiasm, and knowledge to the financial industry, working as a Client Service Associate at Charleston Retirement Planning. In her free time, she enjoys going to the beach, spending time with her puppy, Pepper, painting with acrylics and watercolors, and trying all of the delicious restaurants Charleston has to offer.

I am passionate about helping people pursue their financial goals. 

Originally from Dawsonville, Georgia, Sean was stationed at Joint Base Charleston in 2019 and chose to make the Lowcountry his home. He served seven years in the United States Air Force, including four years on active duty and three years in the Reserve. While serving as a reservist, he earned his Bachelor’s degree in Finance from The Citadel. During his time at The Citadel, Sean was actively involved in the Student Veteran Association, serving on the Fundraising Committee and later as Vice President. Sean lives in Summerville with his girlfriend, Catherine, and their eight-year-old greyhound, Wendy. He continues his pursuit of education by pursuing a Master of Science in Finance through the University of Oklahoma’s online program. Outside of work, Sean enjoys fishing, attending the symphony, supporting Catherine at her art shows, and following college football. Sean and Catherine support veteran mental health awareness causes and MUSC PAWS (Patient Animal Wellness Service).

Ethan was born and raised in North and South Carolina before moving to Charleston, SC.  He is a senior at Trinity College, where he studies Political Science with a focus on investment and financial strategy.  Ethan also plays collegiate lacrosse at Trinity, an experience that strengthened his discipline, leadership, and commitment to helping others succeed. He brings that same work ethic and enthusiasm to his role as a trainee.  In his free time, Ethan enjoys spending time outdoors, whether it's golf, pickleball, or anything active.  He's also a big SEC football fan, go Gamecocks! Ethan is excited to continue growing in the financial field and to help clients feel assured in their financial futures.