Our Team

Ken is the founding member of SFC Financial, LLC. SFC was founded to provide clients comprehensive financial planning and investment advisory services. Ken focuses his attention on privately held businesses, corporate executives in both public and privately held companies and high net worth individuals.

Ken establishes an investment policy statement or financial plan for each client to help them reach their financial goals. This plan is designed to foster a mutual understanding of the client’s investment portfolio goals, investment guidelines, cash needs, risk tolerance, and identification of investment benchmark and parameters.

Along with managing SFC Financial, LLC, Ken is a tax partner with Swink Coplen & Company, P.C. Formed in 1980, Swink Coplen & Company, P.C. is a full-service CPA firm based in Sunset Hills. Ken has been with the firm since 1989. Prior to joining Swink Coplen & Company, P.C., Ken began his professional career in the private sector. He worked as an accounting manager for R. Rowland & Co., a St. Louis-based New York Stock Exchange (NYSE) member organization.

Ken is married with two children and resides in Millstadt, Illinois. In his free time, he enjoys golfing, watching and playing basketball, and spending quality time with his family

Memberships & Affiliations

Certified Public Accountant Missouri and Illinois
Personal Financial Specialist
Investment Advisor Representative
Licensed Insurance Agent
American Institute of Certified Public Accountants (AICPA)
Missouri Society of Certified Public Accountants (MOCPA)
Financial Planning Association (FPA)

Sharon has been with SFC Financial, LLC from the early days.

She is the dynamic force behind our technical software and systems, our client onboarding process and on-going client reporting. Apart from her professional expertise, Sharon is the smiling face our clients see first when they walk through the door, and if you haven’t yet had the privilege of meeting her, she’s likely to be the cheery voice on the phone when you call our office. Thanks to her affinity to connect with the people around her, Sharon has an extraordinary ability to help clients feel at home.

Wally works with SFC Financial, LLC, helping clients with financial planning and investment strategies tailored to their individual goals. He works closely with clients to build personalized plans and assist them in making informed financial decisions for the future.

In addition to his work with SFC Financial, Wally also works with Swink Coplen & Company, P.C., where he has experience in tax planning and preparation. His background in both accounting and finance allows him to provide clients with a well-rounded perspective when evaluating their overall financial picture.

Wally graduated from Stetson University with a bachelor’s degree in Accounting and Finance and later earned his master’s degree in Accounting. He is currently pursuing his CPA designation and has been with SFC Financial, LLC and Swink Coplen & Company, P.C. for three years.

Outside of work, Wally enjoys spending time outdoors. His hobbies include fishing, hiking, playing sports, and a variety of other outdoor activities.