Blonkvist Investment Group
Managing Director - Branch Director, Senior Consulting Group
Kevin has over 32 years of investment management experience. He began his career at E. F. Hutton until 1993 when he joined RBC Wealth Management. Kevin has been developing & enhancing his mathematically-proven investment approach throughout his career, utilizing the efficient-frontier methodology. He is a member of the RBC Private Client Group, and he has received the Chairman’s Council Award for most of his professional career. Kevin graduated from the University of Mississippi with a Bachelor of Business Administration & Finance degree. Kevin has passed the following securities exams: Series 7, 8, 9, 10, 63, and 65.
Kevin has received the following awards & recognitions:
Senior Vice President - Financial Advisor, Senior Consulting Group
Michael has over eight years of investment management experience, and works with our clients towards their various wealth management needs. He spent the first two years of his career learning many roles within RBC Wealth Management at various locations across Texas. Michael graduated from the University of Mississippi with a Bachelor of Business Administration & Marketing. Michael holds the following securities licenses: Series 7 and 66.
Michael has received the following awards & recognitions: * Forbes Top Millennial Financial Advisor 2017 * Forbes/SHOOK Best-In-State Wealth Advisor 2018
First Vice President - Financial Advisor, Consulting Group
Tara works with clients to provide comprehensive wealth management consulting, including goals-based planning, investment advice, estate planning, retirement funding, gifting strategies, and asset-based lending. She joined the team in 2013, after relocating to Midland with her husband, Chris. Tara grew up in Alberta, Canada, but received her undergraduate degree and her Masters of Management degree from Colorado State University in Fort Collins, Colorado. Her previous professional experience includes business development & financial management. Tara holds the Advanced Wealth Manager designation and she is Series 7 & 66 securities licensed.
Associate Vice President, Senior Business Associate
Trent joined the Blonkvist Investment Group in June 2016 and brings a strong analytical background to the team. He was previously employed as an Equity Analyst for the Retirement Systems of Alabama, specializing in the insurance industry. In this position, he supported portfolio managers though utilizing research, modeling and forecasting skills in order to make informed equity recommendations for actively managed large-cap and mid-cap portfolios. In his prior position, he developed skills in Structured Query Language (SQL) software used for analyzing large data sets. For the Blonkvist Group, Trent focuses on manager research/evaluation and security analysis. Trent received his Bachelor's degree and his Master of Business Administration in Finance from Auburn University. He holds the Chartered Financial Analyst® designation and is a member of the CFA® Society of Dallas/Fort Worth. Trent has passed the Series 7 and Series 66 exams.
Senior Client Associate
For 31 years Karen has worked in the financial industry, and she has worked with Kevin Blonkvist since 1986. As a Senior Client Associate and Operations Manager, Karen ensures that our team functions efficiently across all areas of the business. Karen has established an unprecedented standard for excellence in client experience throughout her tenure, and our team implements this standard under her guidance.
Branch Service Manager/Registered Client Assoc
Jessica joined the Blonkvist Investment Group in 2011, with previous expertise in retail management. She attended Texas Tech University where she studied business administration. Jessica is responsible for new client services, marketing, and client experience. Jessica holds a Series 7 & 66 Securities Licenses.
Kylie is a native of south Louisiana who recently relocated to Midland. She has previous experience in the legal field, having worked for the Louisiana Attorney General’s Office and the 16th Judicial District Attorney’s Office. She is a graduate of the University of Louisiana at Lafayette with a bachelor’s degree in Elementary Education. Kylie is responsible for new client services and client experience.