Kevin is a seasoned financial advisor with nearly three decades of experience in wealth management and comprehensive financial planning. He began his career in 1997 on the CME trading floor with Merrill Lynch and joined the Merrill Lynch Private Client Group in 1999, where he built a strong foundation in investment strategies and client relationships. In 2016, Kevin transitioned to independent practice, allowing him to deliver highly personalized, holistic wealth management solutions to his clients.
Kevin’s practice focuses on integrated financial planning that goes beyond investments. He also specializes in estate planning, tax-favorable lifetime-income, healthcare and Medicare planning, other tax-efficient strategies, and long-term care planning. His goal is to help clients preserve and grow their wealth while protecting what matters most for future generations.
A lifelong learner, Kevin earned a Bachelor of Business Administration (BBA) in Finance from the University of Iowa’s Tippie College of Business and a Master’s degree in Trading and Financial Practices from St. Xavier University. He passed the CFP exam in 2003, along with attaining other specialized credentials such as Certified IRMAA Planner, Certified Asset Protection Planner, and Certified Wealth Preservation Planner.
Kevin is deeply committed to his family and faith. He and his wife, Julie, are blessed with five children who are growing in their walk with the Lord. In his free time, he enjoys walking, sprinting, weight lifting, golfing, and hiking. He is actively involved in his local church, where he participates in fundraising efforts to support those in need, and serves as a board member for Forge Camp—an initiative dedicated to developing Godly young men into strong husbands, fathers, and Christ-centered leaders who will disciple others.
Kevin is passionate about building long-term relationships based on trust, integrity, and a shared commitment to wise stewardship.