Kenan currently works with business owners and high-net-worth individuals helping with comprehensive financial planning, estate planning, insurance design, investment planning. Prior to joining Summit Financial, Kenan was a Portfolio Manager with Avatar Associates managing fund-of-funds model portfolios for Avatar’s retail clients.

Specialties:
Investment Management
Estate Planning
Insurance Planning
Business Retirement Benefits Planning
Retirement Planning
Business Continuity Planning
Ownership Transfer Techniques
Charitable Planning