Meet Our Team

Ken Coffman

Managing Director | Gulfcoast

With more than 30 years of financial service industry experience, Ken brings knowledge from his roles as a financial advisor and external sales and key accounts professional to heading external sales for the Gulfcoast region for Capital Wealth Planning.

As a vital team member leading the growth and operations of Capital Wealth Planning since 2017, Ken ensures the quality and consistency of the client experience through detailed oversight of each client interaction. Ken also plays a key role in educating potential clients about the benefits of investing with Capital Wealth Planning.

Ken holds a bachelor’s degree in secondary education from Western Michigan University, where he also played four years of college football. A fan of the great outdoors, you can find him fly fishing, golfing and spending time with family outside of work. Ken especially enjoys volunteering his time with charities that serve underprivileged children.

Phone: 239-431-­3517
Cell: 952-200-6618

Yerania Carney

Assistant Vice President/Advisor Relationship Management

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales