Kevin has more than 20 years of experience providing insurance, investment, retirement planning and estate consulting services to executive-level and high-net-worth clients. He specializes in providing investment advisory services to business owners.
Having worked both in the financial planning and accounting industries, Kevin has an understanding of investment risk tolerance. He specializes in designing diversified investment allocation strategies customized to meet each client’s overall financial objectives. He provides retirement planning services to business owners in addition to helping to craft and properly fund business succession plans. He also works with post-retirement clients to develop wealth transfer and income distribution strategies.
His success in the insurance industry has also earned Kevin membership in the Million Dollar Round Table (MDRT) Association and participation in the CEG Worldwide Roundtable, a national coaching program for top financial advisors.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS