Advisor Profile

Kevin is a Senior Director of Wealth Management at Choreo and has over 25 years of experience helping business owners and professionals navigate the complexities of financial planning and investment management. His expertise spans retirement planning, business succession strategies, and wealth transfer solutions, ensuring his clients’ financial goals are met at every stage of life. 

With a background in wealth management, Kevin brings a well-rounded perspective to investment strategy and risk management. He specializes in designing diversified investment allocation strategies tailored to each client’s unique financial objectives. Beyond pre-retirement planning, he also works closely with clients in retirement to develop income distribution plans that preserve wealth for future generations. 

Kevin’s dedication to excellence has earned him membership in the Million Dollar Round Table (MDRT) and participation in the CEG Worldwide, a national coaching program for top financial advisors. Before joining Choreo, he served as a Senior Financial Advisor at Cherry Bekaert Wealth Management and as a Financial Planner at Duke, Stein & Company. 

In addition to his professional accomplishments, Kevin is known for his strategic approach to financial planning, estate planning and leadership within the industry. His ability to simplify complex financial decisions allows his clients to focus on what matters most – building and preserving their wealth with confidence.

CREDENTIALS & PROFESSIONAL AFFILIATIONS

• Series 65 Securities License and Life and Health Insurance Licenses
• Certified Financial Planner®
• Certified Public Accountant
• Financial Planning Association (FPA)
• American Institute of Certified Public Accountants
• Virginia Society of Certified Public Accountants

EDUCATION

• Bachelor of Science in Accounting, Clemson University

PHILANTHROPIC

• Scott Wicke Memorial (not-for-profit), President, Virginia Beach
• The Noblemen (not-for-profit), Member, Virginia Beach