Kevin has the dual role of providing comprehensive financial planning services to our clients as well as supervising our process for investment selection and oversight. Having become interested in the markets while still in grade school, Kevin made his first stock purchase at age 15. This interest continued into college where he devoted a great deal of time to studying the markets and investing while earning a BS degree in Finance from Missouri State University. After an initial stint in the world of corporate finance, he ultimately left to pursue his true calling as a financial services professional where he now has over 30 years experience advising clients.
In his free time, Kevin likes to step back from the daily grind in front of a computer screen and take in the great outdoors. This would include everything from long time interests in hunting and fishing to camping, hiking and biking with his wife and two daughters.