Kenneth Reese graduated from Penn State University in 2008 where he enjoyed studies in finance and law. He graduated with a bachelor degree in Political Science with a Business minor but decided to pursue a career as a CERTIFIED FINANCIAL PLANNER practitioner incorporating his passion for finance into his career path. His ten years of wealth management experience come from both a bank and a boutique planning environment. Ken continued to deepen his financial planning knowledge by earning several designations including becoming a ChFC (Chartered Financial Consultant), a CLU (Chartered Life Underwriter), which are both awarded by the American College and an Enrolled Agent, awarded by the Internal Revenue Service acknowledging his in-depth knowledge of individual taxation, corporate and partnership taxation and Circular 230 regulations, the ethics and rules governing the IRS practices. Ken is now working on obtaining his Master’s Degree in Financial Services.

Ken works with business owners, professionals, retirees, and pre-retirees to develop tax centered financial planning strategies that incorporate cash flow analysis, portfolio management, and risk management into one comprehensive plan that is easy to understand and implement. This process requires closely working with his clients’ other trusted accounting, banking, and legal advisors. Ken transitioned to Black Diamond Financial Solutions because of the firm’s long term vision which is centered on comprehensive planning and truly being a family’s trusted lifetime advisor. Ken appreciates that the planners at Black Diamond Financial Solutions are not looking for clients right now; instead, they are looking for clients for life. The most important thing to Ken is making sure his clients are confident, comfortable, and in control of their finances.