Kevin’s focus is developing tax-efficient global portfolios targeting long-term capital appreciation for wealthy individuals and families. Other areas of concentration revolve around concentrated stock strategies and lending solutions in addition to providing equity compensation administration to publicly traded corporations. Kevin looks to serve as the main financial professional for his clients.
Kevin is a native of Houston, Texas. He attended Louisiana Tech University and graduated in 1994 with a Bachelor of Science degree in accounting. Kevin worked for a local CPA firm for three years in Bossier City, Louisiana, before moving back to Houston to pursue his passion for investment management. In 2000, Kevin began focusing on providing education and wealth management strategies for individuals who received equity compensation from their employer in a series of workshops and company sponsored events. In 2008, he then began administration of company’s stock plan while continuing to educate those employees. In 2015, Kevin attained the coveted Certified Equity Professional (CEP) designation from Santa Clara University Leavey School of Business.
Kevin is married to his wife, Pam, and along with their three children: Kelsey, Clayton and Coby, they support many organizations and charitable foundations including Louisiana Tech College of Business, St. Pius X High School Foundation, Texas Children’s Hospital and the Dominican Sisters of Houston.