Kenneth Jeffery

Senior Advisor

Experience and Education

Kenneth provides services to institutional clients that include investment portfolio management for community banks, credit unions, insurance companies and other institutions, asset-liability management consulting, mortgage servicing rights valuations and independent, third-party asset-liability management model reviews/validations.

Prior to joining Mariner Wealth Advisors, he was the vice president of Heber Fuger Wendin Inc. Prior to that, Kenneth ran a management consulting company specializing in change management, strategic planning, business analysis, communication and customer service for retail and service companies. He also held diverse executive and managerial positions in the oil and retail sales industry, including director of learning development and consultant for Amoco Oil Company.

Kenneth has a bachelor’s degree in mathematics from the University of Michigan, a bachelor’s degree in biology from the University of Michigan and an MBA in finance and economics from the University of Michigan.

Personal Interests

Kenneth enjoys music and running.

Kenneth’s Office

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