Kevin is a Certified Financial PlannerTM with more than 12 years of financial industry experience. Kevin provides the best possible value for clients by delivering unbiased financial solutions designed to meet a customer’s predetermined financial needs. His ability to listen to what his clients have to say while educating them along the way on the intricacies of sometimes complex issues are key strengths, pairing nicely with his comprehensive planning approach.
Kevin is a graduate of Homestead High School and earned degrees in Finance and Accounting from The University of Kansas. Along with the CFP® designation, Kevin has passed the following FINRA exams: General Securities Representative (Series 7), Uniform Investment Adviser Law (Series 65) and Uniform Securities Agent State Law (Series 63). He also holds Life, Health, and Disability Insurance licenses.
In 2011, Kevin was selected as a Five Star Wealth Manager in Milwaukee Magazine. This honor is a direct result of the overall satisfaction clients had with their current advisor. Individuals were surveyed on areas which focused on their advisors integrity, communication, customer service, knowledge/expertise, value and overall satisfaction. Less than five percent of Milwaukee area advisors were selected for this award.
Currently, Kevin and his wife Heather live in New Berlin where most free moments are spent entertaining their three young boys; Luke, George and Max.
