Industry Expertise


Ken has worked as a consultant and operational strategiest since 2004. His primary focus is working with leaders of professional services companies to help them articulate and execute strategies to position their organization for success.

Ken is the managing director of the Private Client Advisory Practice and COO of Moss Adams Wealth Advisors LLC, a wholly owned subsidiary of Moss Adams LLP. In these roles, he leads the execution of our distinctive client experience and drives marketplace connections to further build the value we deliver.

In prior roles at the firm, Ken was the operations director for the consulting practices. He also spent several years as a management consultant and researcher focusing on business management and transition issues faced by financial advisory firms, investment managers, broker dealers, banks, and CPA firms.

Selected Speaking Engagements

  • Practical Compensation Strategies from Hire to Retire
    (AIPCA Engage, June 2018)
  • Measuring The Effectiveness of Your Operations Team
    (Insider’s Forum, September 2016)
  • A Practice That Meets Your Personal Definition of Success
    (CalCPA Personal Financial Planning Committee, May 2016)
  • From Traditional to Transformative: Technology Adoption in Wealth Management
    (Laserfiche Empower, January 2016)
  • How Culture Drives Success
    (Absolute Engagement Spotlight, December 2015)
  • Attracting, Developing, and Retaining Young Talent in the RIA Industry
    (Schwab Impact, November 2015)
  • Sustaining Success: Developing the Next Generation
    (Finance Logix, April 2014)
  • Added Value: Leverage Your Team to Fuel Growth and Profitability
    (2014 Symposium, Puget Sound Financial Planning Association, February 2014)


  • BA, finance, accounting, and decision science, Washington State University