Kenneth Paull

With more than 30 years of experience in the financial services industry Ken assist clients with the development and ongoing implementation of their wealth management plan, incorporating and synchronizing tax and estate planning, employee benefits and investment management. His comprehensive approach for clients helps allow for the implementation of cohesive planning techniques across the wealthplanning spectrum.

He’s worked extensively with physicians and bring planning creativity in the ever-changing legal and income tax environment. An inaugural member and leader of the Physicians Resource Group, a special
practice group within Sequoia, Ken is on the front lines serving the unique financial planning needs of medical professionals.

Ken is passionate about positively impacting the lives of his clients and the community. Through research and analysis, he played a pivotal role in bringing the ability to donate cryptocurrency and other assets to the Conservancy for Cuyahoga Valley National Park electronically and securely through to life. He serves on multiple charitable foundation and industry leadership committees, striving to make the world a better place. A diehard Cleveland sports fan, Ken makes his home in Hudson, Ohio.