Kevin is passionate about finance and the impacts professional planning can have in creating success long term. He believes there
is no aspect of money that isn’t important to consider and has experience in many of those aspects due to his over 30 years of
experience in the industry. Starting in back office operations and treasury investments at a small bank while attending night school
in the early 90s, Kevin was able to expand his exposure to most areas of banking.
His belief is that an open discussion about what is important to his clients as well as what may scare them can lead to the creation of a better plan for them. One of the secrets he has learned over 30 years in practice in and around finance is that the power in wealth planning is admitting we don’t know what is happening moment to moment, but we can help plan for the unknown. He believes this aspect is often overlooked. By checking one’s ego at the door and getting down to the business of “what if,” individuals and their financial advisors can have the power to help protect and achieve their financial goals using proper planning and observation.
While experience is important and continuing education is paramount to add knowledge and skill, these traits may still take a backseat to compassion and listening. He believes that compassion and listening are paramount to crafting a skillful personal plan. His team’s toolbox holds many financial options to utilize within a plan while listening helps determine which of these may ultimately be most appropriate. With a desire to help others, he feels fortunate to be in a position and at a firm that allows him to use the wide-ranging tools at his disposal and then utilize his training to do so.
Kevin earned his bachelor’s degree in finance and economics at Florida State University where he was the student body comptroller for several years and was a national award recipient of Academics in Economics. In 2004, he studied in the executive financial program at Georgetown University. He holds the CFP® and CRPC® designations.
Baseball is a relatively new-found passion which he has shared with his son Kasey since he was a child and Kevin has coached him every year. His daughter, Maggie, has a joy for dancing, singing and life. There is never a playground she doesn’t stop at or an animal she didn’t love. She is quick to share a story and will likely end up on Saturday Night Live with her comedic timing. His wife, Susan, is a business owner and constantly amazing him with her talents and creative skills. Her business continues to grow and delight each year. His family fell in love with Bernese mountain dogs and has one named Molly who is both an angel and a devil at the same time.