Kevin has worked in the financial services industry since 2007. During this time, he has enjoyed working with families and individuals offering holistic financial planning, concentrating on asset management, legacy planning, tax reduction strategies and insurance analysis.
Areas of Expertise
- Financial Planning
- Asset Management
- Legacy Planning
- Master of Business Administration (MBA), Mercer University
- Bachelor of Arts, University of Connecticut
Outside The Office
In addition to his financial planning practice, Kevin served as Chair of his church Finance Committee. Kevin was commissioned as an Army officer through the R.O.T.C. program. He served more than eight years and was a Captain during company command at Fort Hood, Texas. Kevin and his wife have four children. They are active in their church and their community with lots of outdoor activities, especially their love of soccer.
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