Kevin is an independent financial advisor who believes in working closely with his clients to develop a deep understanding of both their needs and wants. He takes the time to learn about his clients’ unique circumstances in their personal and family life, along with their business and professional life. Armed with this knowledge, he has the ability to deliver tailored advice to help clients meet their goals. This is the core of financial planning, to understand each person, their goals, and determine a path to get there.
Kevin has a Masters of Business Administration degree and has been very fortunate to have had a large amount of, and varied, professional & personal experiences, which has equipped him with unique expertise to create comprehensive plans for financial success.
Kevin’s prior professional experience includes being a financial advisor with American Express Advisors, a financial analyst in the investment department with Farm Bureau Financial Services, and an auditor of Medicare in corporations. He is also a successful entrepreneur, having bought, operated, and grown businesses. With each of his businesses, he used the philosophy of customer focus, quality service, and great communication. This philosophy has led to great outcomes for customers and successful businesses, which Kevin uses with his financial clients.
Kevin and his wife Phoelisa have two sons and a daughter. He loves his family, spending time them all, knows how important family is to his clients also.
One long term passion has been helping orphan children. After helping several orphan causes, he helped found an orphanage in 2005. Since that time, he has traveled several times to Nigeria and Sierra Lione to visit the children and help in any way. He is most proud that the orphanage has helped facilitate over 140 adoptions.