Ace is a senior advisor at Macaulay & Associates, where he specializes in asset management and estate planning. He received a BA from Washington University and his JD from Seattle University. He’s been in the financial industry for nearly 30 years, including a 20-year career as President and Chief Legal Officer at KMS Financial, where he supervised hundreds of financial advisors. He now uses that experience to support our clients and the other advisors in our firm.
Ace has received his Series 7, 24, and 66 securities licenses.