Kenneth P. Tillman, CFP® works closely with clients to reach their financial goals. Over the years, Ken has built a deep knowledge base in the financial planning and investment management arenas. His dedication to clients and unwavering support in their achievement of their goals has resulted in long-lasting and meaningful relationships. In addition to his financial planning and investment background, Ken regularly plays a key role in analyzing clients’ tax, insurance, and trust’s current situation and future needs. Prior to joining Transform Wealth, Ken spent 8 years with Valued Investment Partners, LLC; an investment advisory firm with offices in Greenwood Village, CO. Before that, he was with Cherry Hills Investment Advisors.
Ken obtained his Bachelor’s degree with a major in Business Finance and obtained his CERTIFIED FINANCIAL PLANNER™ designation from the University of Central Florida. Kenneth is the proud father of two children, Bryn and Cameron and is active in his son’s hockey program.