Ken Sutherland

Professional Overview

Ken Sutherland is the Founder and Investment Advisor at LifePlan Group, a leading financial planning and wealth management firm. With over 30 years of industry experience, he is a seasoned professional adept at providing comprehensive financial solutions to individuals, families, and businesses.

Experience Summary

Current Role

As the Founder and Investment Advisor at LifePlan Group, Ken is responsible for developing and executing the firm's overall strategic vision. He oversees a team of financial professionals and is directly involved in the investment management, financial planning, and client advisory services. Under his leadership, LifePlan Group has grown to become a trusted partner for clients seeking to achieve their financial goals.

Career Progression

Prior to founding LifePlan Group in 2009, Ken held various leadership roles in the financial services industry. He served as the President of LifePlan Tax and Insurance Group, INC from 1998 to 2009, where he spearheaded the expansion of the firm's service offerings and client base. Earlier in his career, Ken was the Director of Planned Giving and Bequest Administration at the American Heart Association and an Insurance and Estate Planner at LifePlan Designs. He also gained valuable experience as a Parish Pastor at the Evangelical Lutheran Church in America.

Academic Background

Ken holds a Bachelor's degree in Theology from a reputable university, where he graduated with distinction. His diverse educational background has provided him with a unique perspective on financial planning and wealth management, enabling him to offer holistic solutions to his clients.

Areas of Expertise

• Investment portfolio management and asset allocation

• Comprehensive financial planning, including retirement, estate, and tax planning

• Risk management and insurance solutions

• Charitable giving and philanthropic planning

• Leadership and team development

Professional Impact

Under Ken's guidance, LifePlan Group has consistently achieved strong investment returns and client satisfaction, as evidenced by the firm's growing client base and industry recognition. Ken is actively engaged in the financial planning community, serving on the board of directors for local and national industry associations. He is also a frequent speaker and contributor to industry publications, sharing his insights and best practices with peers and the broader public.

Conclusion

Ken Sutherland's extensive experience, academic background, and industry expertise have positioned him as a trusted advisor and respected leader in the financial planning and wealth management industry. As the Founder and Investment Advisor of LifePlan Group, he continues to drive innovation and deliver exceptional client service, helping individuals and families achieve their financial goals and secure their financial futures.