Ever since Kevin graduated from Wake Forest University with a bachelor’s degree in economics, he has worked in the financial services industry. Kevin joined Katie Clark’s RBC Wealth Management team in March of 2022.
After completing the required coursework at Northwestern University, Kevin received his CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including risk management techniques, investments, taxes, insurance, estate, and retirement planning. Kevin has also passed his Series 7 and 66 securities examinations and holds the Associate Planning Professional (APP) designation.
Kevin currently resides in Washington, D.C. and enjoys an active lifestyle.