Kenneth Reese

Ken Reese specializes in tax-centered planning for business owners, professionals, retirees, and pre-retirees. The work is built around one comprehensive plan that integrates cash flow, portfolio management, risk management, and tax strategy — and it requires close coordination with each client's other accounting, banking, and legal advisors.

Ken graduated from Penn State University in 2008 with a degree in Political Science and a Business minor. Over the next decade, working in both bank and boutique-planning environments, he earned the ChFC®, CLU®, CFP®, CPWA®, CIMA®, EA, and AEP® designations, along with his Master of Science in Financial Services (MSFS). The Enrolled Agent designation — awarded by the IRS — anchors his work on tax efficiency across individual, corporate, and partnership returns.

He came to Black Diamond because the firm's long-term vision matched his: planners looking for clients for life, not clients for right now. The most important thing to Ken is making sure his clients are confident, comfortable, and in control of their finances.

Ken lives in Lewes, Delaware with his wife Hilary and their two young daughters, Jane and Carys. He's a founding father of the Kappa Sigma fraternity at Penn State and has become a vocal advocate for student loan reform — he believes it's the defining financial problem of his generation. He's also active in philanthropic work in Sussex County.