Kevin Lors
Managing Director, Wealth Management
Kevin delivers personalized, comprehensive investment advice to high-net-worth families and middle market business owners to develop a path to lasting financial success.
Kevin has nearly 20 years of experience in both wealth management and taxation. He collaborates with clients to fully understand their financial situation and help them articulate and develop their goals. He understands that each client relationship is unique and deserves a highly tailored plan to achieve specific goals.
Kevin’s background in tax, including a master’s degree in taxation, provides him with unique wealth management strategies around income taxes and estate planning. Clients value his role in helping reduce their financial worries and plan for future success.
Outside of work, Kevin enjoys spending time with his family, playing tennis and volunteering at his church. As a volunteer, he travels annually with an organization that helps aspiring entrepreneurs in poverty-stricken areas in Asia and Africa develop sustainable businesses.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- American Institute of Certified Public Accountants
- CFP®
- Certified Public Accountant (CPA)
- Iowa Society of Certified Public Accountants
- Financial Planning Association
EDUCATION
- Bachelor of Arts, accounting and business, Northwestern College
- Master of Taxation, tax law/taxation, Florida Atlantic University
