Ken joined First National Corporation as an Investment Advisor Representative in 2010. Designated as a Qualified Plan Financial Consultant (QPFC) by the American Society of Pension Professionals and Actuaries, and an Accredited Investment Fiduciary® (AIF®) by Fiduciary360, he has more than 20 years of experience advising private, public, and not-for-profit employers on their company-sponsored retirement plans and investments.
Prior to joining First National Corporation, Ken served as Vice President of Retirement Services at USI Consulting Group, as Regional Director for Sentinel Financial Group, and held various roles at Fidelity Investments, including Investment Consultant and Sales Counselor, servicing the firm’s Large Plan Service market. Ken serves as a technical consultant and advisor to Plan Sponsors, assisting with the design, implementation and transition of defined contribution and defined benefit plans. Ken holds a Bachelor of Arts degree from the University of Massachusetts Amherst.
Ken and his wife, Melissa, live in Norfolk, MA, with their two children. They enjoy spending time together traveling, hiking, and camping. Ken is an avid golfer.