- Financial Planning/Investor Education
- Investment Strategy/Trade Requests
- Medallion Signature Guarantee Signor
Kevin has been involved in the financial industry since 2001 and joined the team in 2012. He works closely with our clients to ensure that their goals and future needs are well aligned with their investment strategy. Kevin’s strong knowledge of the industry combined with his outgoing personality is a great combination. Kevin graduated with his bachelor’s degree from Central Michigan University and currently holds his Series 7 and Series 66 securities registrations.
Kevin is an entrepreneur and owns a doggy day care. Kevin’s time is also spent in philanthropic ventures such as fostering dogs and participating in fundraising events for animal welfare. Kevin and his wife, Kelly, enjoy spending time in the mountains and on their jet ski, and collecting rare baseball cards.