About Us

As a Senior Portfolio Advisor, Kevin helps clients manage investments, plan for retirement, and navigate complex situations like selling a business, unwinding concentrated stock positions, or maximizing a client’s estate for multi-generational wealth transfers. A Newman University graduate and former college basketball player, Kevin now enjoys playing golf and spending time with his wife, Elizabeth, and their two daughters, Emerson and Madelyn. He also gives back through volunteer work with Special Olympics and Harvesters.

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