Our Team
Ken Donnelly
Founder & President
Ken is a recognized expert in tax and financial matters, with extensive experience in financial operations and risk management. He has represented the state of Missouri on the National IRS Taxpayer Advocate Panel, where he also served as Chair of the Bankruptcy Committee.
An accomplished author and speaker, Ken has written numerous white papers and has lectured nationally as a conference keynote on financial and investment planning, tax strategy, preparation, and resolution.
He is an active member of several professional organizations, including the National Association of Enrolled Agents, the Missouri Association of Tax Practitioners, the American Society of Tax Problem Solvers, the Missouri Society of Accountants, and the National Directory of Registered Tax Return Preparers and Professionals.
Ken is also a proud U.S. Navy veteran.
Ken and his wife, Marcia have been married for over 50 years! They have two children; Stacy and Adam, 4 grandchildren; Logan, Lauren, Peyton and Skylar, and 5 great grandchildren; Catherine, Kinslee, Grayson, and twins Oakleigh and Bayleigh. Ken and Marcia love spending summer weekends at their house on Lake of the Ozarks with their whole family. They also enjoy traveling overseas, traveling to college basketball tournaments and working on new home projects, but watching their grandkids grow up is truly one of their life’s greatest joys.
“Having entered the tax and financial services industry over 25 years ago, I have built a tax and financial planning practice that is made up of individuals as well as small business owners.
I work hard to spend a great deal of time fact finding and working closely with each client to develop a customized financial migration plan that will pursue your dreams and expectations for financial independence.”
— Ken Donnelly