Our Team

Our nationally recognized financial planning and investment management team is focused on building and maintaining a personal relationship with you while providing full accountability from every team member. We’re centrally based in Columbus, Ohio with clients in 26 states and major cities including New York, Chicago, Miami, Naples, Scottsdale, Washington, D.C., and the Carolinas. A team of credentialed, financial strategists along with skilled, responsive support from operational and administrative professionals will serve you. Our staff is united by a single goal: To help you make the most of your income and assets, and make the most of your life.

Our extended network of experts complement our experience and bring incredible value. You will have access to some of the best minds in the field — investment specialists, retirement and estate plan designers, and dedicated support personnel.

In addition, Kensington Wealth is an elite and lifetime member of The Resource Group. The Resource Group is an alliance of top-tier professionals within the Lincoln Financial Advisors organization, connected by a common link of membership, camaraderie and caliber. Membership in The Resource Group is by invitation only.

Our combined expertise will provide you with solutions to even the most complex financial situations. We’ll help guide you toward a more secure future. We look forward to serving you.