Kip began his career in 2000 and has more than 20 years of wealth management experience. Prior to joining the firm, he was a Branch Liaison and Financial Consultant with Wells Fargo Advisors. He was also a Financial Advisor with McDonald Investments, Inc. (the wealth management arm of Key Corp.). At both firms, Kip focused on client needs regarding financial planning, portfolio management, and investment analytics.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS