Ken Byers is president of Ken Byers & Associates, a financial resources firm he founded in 1974. Ken brings a unique blend of innovative solutions and real-world knowledge to his clients' financial challenges and goals. He is one of the most experienced advisors on wealth transfer, employee benefits, estate planning and succession planning. He is a trusted resource to successful businesses throughout the area.

Ken graduated from the University of Cincinnati. Before he got his start in the insurance and investment industry, he played professional football with the New York Giants and the Minnesota Vikings.

Ken is a member of the Cincinnati Estate Planning Council, Greater Cincinnati Planned Giving Council and The International Forum. Ken is also involved in civic and charitable organizations, one of which is the NFL Alumni, which raises money for the youth of our community. He is a current Board Member of the United Way Foundation and the University of Cincinnati Athletic Team Scholarship (UCATS).

Ken is a Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner and a Registered Investment Advisor. He holds Series 7 and 24 securities licenses.

Fee-based planning offered through CFC Agency, Inc. a state registered investment advisor. Third party money management offered through ValMark Advisers, Inc., a SEC registered investment advisor. Securities offered through Registered Representatives of ValMark Securities, Inc., Member FINRA & SIPC.

Ryan Klekar joined Ken Byers & Associates after working in the financial services industry for 6 years. Ryan graduated from Ohio University with a Bachelor's Degree in Business Administration in Finance and started his career as a Client Relationship Manager with a firm in Charlotte, North Carolina that managed $8 billion. He moved back to Ohio and began working as a Retirement Specialist. After earning his Certified Financial Planner designation Ryan wanted to utilize his knowledge in a more comprehensive financial planning firm and decided to join Ken Byers & Associates. He uses his experience and background in financial services to work with business owners and high net worth individuals in our planning processes.

Ryan is a Certified Financial Planner, Chartered Financial Consultant and holds a Series 7 securities license.

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Jill McMullen, CEA

Jill McMullen, CEA, is the vice president and in charge of Communications and Administration. She coordinates the administration and service for the clients of Ken Byers & Associates. Jill is responsible for assisting clients in the coordination of their estate plans, investments and administration of their qualified and non-qualified plans. She also acts as the liaison between provider companies and clients. Jill has been with the firm for 20 years.

Jill graduated from the University of Cincinnati with an Associate's Degree in Applied Business and holds the designation of Certified Executive Assistant in Estate Planning.

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Debi Noonan

Debi Noonan is the manager of the Underwriting Department. Prior to joining Ken Byers & Associates, she worked for a Boston-based insurance company in new business and underwriting. Debi has been with the firm for 10 years and adds a wealth of knowledge, service and administration for the clients of Ken Byers & Associates.

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Kristi Byers Gleason

Kristi began working for Ken Byers & Associates during high school and college. She assists in the marketing and client relationsip areas. Kristi is an integral part of the workskshops and seminars that Ken Byers & Associates produce. She also works with building new client relationships. Kristi has been with the firm for the past 8 years.

Kristi obtained her Bachelor's Degree from Mt. St. Joseph.